RIA
CGCV

Regal Investment Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Regal Investment Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$518K Buy
18,117
+4,804
+36% +$137K 0.04% 339
2025
Q1 		$361K Buy
+13,313
New +$361K 0.03% 369