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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$732K	Buy	24,546 +2,786	+13%	+$86.3K	0.03%	537
2025 Q4	$663K	Buy	21,760 +8,602	+65%	+$261K	0.03%	450
2025 Q3	$396K	Buy	+13,158	New	+$386K	0.02%	507
2025 Q1	–	Sell	-14,677	Closed	-$390K	–	709
2024 Q4	$390K	Buy	+14,677	New	+$400K	0.03%	441

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 $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

TPF

Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return

Western Wealth Management's CGCV Position: Q1 2026 in Review

Western Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 13% in Q1 2026, buying an estimated $86.3K and bringing the position to 24,546 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #537.

Western Wealth Management first reported a position in CGCV in Q4 2024 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Western Wealth Management held 24,546 shares of Capital Group Conservative Equity ETF worth $732K as of Q1 2026.
Western Wealth Management bought 2,786 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $86.3K.
Capital Group Conservative Equity ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #537 holding.
Western Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q4 2024 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 Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.