Rockefeller Capital Management
CGCV

Rockefeller Capital Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Rockefeller Capital 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 		– Sell
-600
Closed -$18.3K – 4898
2025
Q4 		$18.3K Buy
+600
New +$18.2K ﹤0.01% 3550

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Cetera Investment Advisers
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Stifel Financial
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TPF
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Rockefeller Capital Management's CGCV Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Capital Group Conservative Equity ETF (CGCV) in Q1 2026, closing a stake of 600 shares — an estimated $18.3K sold.

Rockefeller Capital Management first reported a position in CGCV in Q4 2025 and held it in 1 quarter. The position peaked at $18.3K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Capital Group Conservative Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 600 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $18.3K.
  • Rockefeller Capital Management first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Capital Group Conservative Equity ETF position peaked at $18.3K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.