PWM
CGCV

Pines Wealth Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Pines Wealth Management’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.69M Buy
58,246
+2,606
+5% +$75.4K 0.6% 35
2025
Q1 		$1.36M Buy
55,640
+1,274
+2% +$31.1K 0.63% 37
2024
Q4 		$1.43M Buy
+54,366
New +$1.43M 0.62% 37