Tribridge Partners Financial’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Tribridge Partners Financial’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 Q2	$25.9M	Sell	783,414 -10,555	-1%	-$334K	10.17%	3
2026 Q1	$23.7M	Buy	793,969 +36,008	+5%	+$1.12M	9.8%	3
2025 Q4	$23.1M	Buy	757,961 +63,997	+9%	+$1.94M	9.69%	3
2025 Q3	$21M	Buy	693,964 +150,739	+28%	+$4.42M	9.63%	3
2025 Q2	$15.5M	Buy	+543,225	New	+$14.7M	9.12%	3

Other funds holding CGCV

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Tribridge Partners Financial's CGCV Position: Q2 2026 in Review

Tribridge Partners Financial reduced its Capital Group Conservative Equity ETF (CGCV) stake by 1.3% in Q2 2026, selling an estimated $334K and leaving 783,414 shares worth $25.9M. The position accounts for 10.17% of the portfolio, ranked #3.

Tribridge Partners Financial first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Tribridge Partners Financial held 783,414 shares of Capital Group Conservative Equity ETF worth $25.9M as of Q2 2026.
Tribridge Partners Financial sold 10,555 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $334K.
Capital Group Conservative Equity ETF made up 10.17% of Tribridge Partners Financial's portfolio in Q2 2026, its #3 holding.
Tribridge Partners Financial first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.