TFP
CGCV

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

Triune Financial Partners’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 		$271K Hold
9,096
– – 0.06% 36
2025
Q4 		$283K Buy
9,096
+68
+0.8% +$2.06K 0.07% 34
2025
Q3 		$272K Hold
9,028
– – 0.07% 31
2025
Q2 		$258K Buy
+9,028
New +$244K 0.07% 30

Other funds holding CGCV

Capital International Investors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

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

Triune Financial Partners held its Capital Group Conservative Equity ETF (CGCV) position steady in Q1 2026 at 9,096 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #36.

Triune Financial Partners first reported a position in CGCV in Q2 2025 and has held it in 4 quarters since. The position peaked at $283K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Triune Financial Partners held 9,096 shares of Capital Group Conservative Equity ETF worth $271K as of Q1 2026.
  • Triune Financial Partners left its Capital Group Conservative Equity ETF share count unchanged in Q1 2026.
  • Capital Group Conservative Equity ETF made up 0.06% of Triune Financial Partners's portfolio in Q1 2026, its #36 holding.
  • Triune Financial Partners first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Triune Financial Partners's Capital Group Conservative Equity ETF position peaked at $283K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.