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Perennial Investment Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Perennial Investment Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319K Buy
+9,716
New +$307K 0.02% 423
2026
Q1 		– Sell
-15,840
Closed -$483K – 559
2025
Q4 		$483K Sell
15,840
-2,439
-13% -$73.9K 0.04% 287
2025
Q3 		$550K Sell
18,279
-377
-2% -$11.1K 0.05% 262
2025
Q2 		$534K Sell
18,656
-5,001
-21% -$135K 0.05% 254
2025
Q1 		$641K Buy
+23,657
New +$648K 0.07% 210

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Perennial Investment Advisors's CGCV Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 9,716 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in CGCV as recently as Q4 2025.

Perennial Investment Advisors first reported a position in CGCV in Q1 2025 and has held it in 5 quarters since. The position peaked at $641K in Q1 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Perennial Investment Advisors held 9,716 shares of Capital Group Conservative Equity ETF worth $319K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new Perennial Investment Advisors position in Q2 2026.
  • Capital Group Conservative Equity ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #423 holding.
  • Perennial Investment Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Perennial Investment Advisors's Capital Group Conservative Equity ETF position peaked at $641K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.