WWM
CGCV

Western Wealth Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Western Wealth Management’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,677
Closed -$390K – 707
2024
Q4 		$390K Buy
+14,677
New +$390K 0.03% 439