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 Q2	$300K	Buy	9,136 +40	+0.4%	+$1.27K	0.06%	37
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 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

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

Triune Financial Partners increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.44% in Q2 2026, buying an estimated $1.27K and bringing the position to 9,136 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #37.

Triune Financial Partners 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.

Triune Financial Partners held 9,136 shares of Capital Group Conservative Equity ETF worth $300K as of Q2 2026.
Triune Financial Partners bought 40 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.27K.
Capital Group Conservative Equity ETF made up 0.06% of Triune Financial Partners's portfolio in Q2 2026, its #37 holding.
Triune Financial Partners 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 Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.