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TrueNorth Wealth & Impact, LLC’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

TrueNorth Wealth & Impact, LLC’s Portfolio CGVV Stock Details CGVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.8M Buy
+380,226
New +$12M 4.47% 4

Other funds holding CGVV

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Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
RM Financial Services
RM Financial Services Falmouth, Maine $132M AUM 18.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CGVV Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q3 2026: 380,226 shares worth $11.8M. The stake represents 4.47% of the portfolio and ranks #4 among its holdings.

38 funds tracked by Wall St. Rank hold CGVV as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 380,226 shares of Capital Group U.S. Large Value ETF worth $11.8M as of Q3 2026.
  • Capital Group U.S. Large Value ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Capital Group U.S. Large Value ETF made up 4.47% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #4 holding.
  • 38 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.