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 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 $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TPF

Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Pines Wealth Management's CGCV Position: Q1 2026 in Review

Pines Wealth Management reduced its Capital Group Conservative Equity ETF (CGCV) stake by 0.76% in Q1 2026, selling an estimated $13.8K and leaving 58,698 shares worth $1.75M. The position accounts for 0.57% of the portfolio, ranked #39.

Pines Wealth Management first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Pines Wealth Management held 58,698 shares of Capital Group Conservative Equity ETF worth $1.75M as of Q1 2026.
Pines Wealth Management sold 447 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $13.8K.
Capital Group Conservative Equity ETF made up 0.57% of Pines Wealth Management's portfolio in Q1 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 6 quarters since.
Pines Wealth Management's Capital Group Conservative Equity ETF position peaked at $1.8M in Q4 2025.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.