PCS
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Private Client Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Private Client Services’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
Q3 		$1.46M Buy
45,388
+2,371
+6% +$78.3K 0.39% 60
2026
Q2 		$1.41M Buy
+43,017
New +$1.36M 0.37% 59

Other funds holding CGCV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Private Client Services's CGCV Position: Q3 2026 in Review

Private Client Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 5.5% in Q3 2026, buying an estimated $78.3K and bringing the position to 45,388 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #60.

Private Client Services first reported a position in CGCV in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • Private Client Services held 45,388 shares of Capital Group Conservative Equity ETF worth $1.46M as of Q3 2026.
  • Private Client Services bought 2,371 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $78.3K.
  • Capital Group Conservative Equity ETF made up 0.39% of Private Client Services's portfolio in Q3 2026, its #60 holding.
  • Private Client Services first reported a position in Capital Group Conservative Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.