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 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 $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tribridge Partners Financial's CGCV Position: Q1 2026 in Review

Tribridge Partners Financial increased its Capital Group Conservative Equity ETF (CGCV) stake by 4.8% in Q1 2026, buying an estimated $1.12M and bringing the position to 793,969 shares worth $23.7M. The position accounts for 9.8% of the portfolio, ranked #3.

Tribridge Partners Financial first reported a position in CGCV in Q2 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Tribridge Partners Financial held 793,969 shares of Capital Group Conservative Equity ETF worth $23.7M as of Q1 2026.
Tribridge Partners Financial bought 36,008 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $1.12M.
Capital Group Conservative Equity ETF made up 9.8% of Tribridge Partners Financial's portfolio in Q1 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 4 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.