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
2025 Q2	$1.69M	Buy
2025 Q1	$1.36M	Buy
2024 Q4	$1.43M	Buy