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

Pines Wealth Management’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	$1.93M	Buy	58,773 +75	+0.1%	+$2.37K	0.55%	39
2026 Q1	$1.75M	Sell	58,698 -447	-0.8%	-$13.8K	0.57%	39
2025 Q4	$1.8M	Buy	59,145 +1,153	+2%	+$34.9K	0.58%	36
2025 Q3	$1.75M	Sell	57,992 -254	-0.4%	-$7.46K	0.59%	38
2025 Q2	$1.69M	Buy	58,246 +2,606	+5%	+$70.5K	0.6%	35
2025 Q1	$1.36M	Buy	55,640 +1,274	+2%	+$34.9K	0.63%	37
2024 Q4	$1.43M	Buy	+54,366	New	+$1.48M	0.62%	37

Other funds holding CGCV

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Pines Wealth Management's CGCV Position: Q2 2026 in Review

Pines Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.13% in Q2 2026, buying an estimated $2.37K and bringing the position to 58,773 shares worth $1.93M. The position accounts for 0.55% of the portfolio, ranked #39.

Pines Wealth Management first reported a position in CGCV in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Pines Wealth Management held 58,773 shares of Capital Group Conservative Equity ETF worth $1.93M as of Q2 2026.
Pines Wealth Management bought 75 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $2.37K.
Capital Group Conservative Equity ETF made up 0.55% of Pines Wealth Management's portfolio in Q2 2026, its #39 holding.
Pines Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.