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 Q3	$294K	Buy	9,169 +33	+0.4%	+$1.09K	0.06%	40
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 $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triune Financial Partners's CGCV Position: Q3 2026 in Review

Triune Financial Partners increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.36% in Q3 2026, buying an estimated $1.09K and bringing the position to 9,169 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #40.

Triune Financial Partners first reported a position in CGCV in Q2 2025 and has held it in 6 quarters since. The position peaked at $300K in Q2 2026. 147 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Triune Financial Partners held 9,169 shares of Capital Group Conservative Equity ETF worth $294K as of Q3 2026.
Triune Financial Partners bought 33 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $1.09K.
Capital Group Conservative Equity ETF made up 0.06% of Triune Financial Partners's portfolio in Q3 2026, its #40 holding.
Triune Financial Partners first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 6 quarters since.
Triune Financial Partners's Capital Group Conservative Equity ETF position peaked at $300K in Q2 2026.
147 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Triune Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.