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 Q3	$6.94M	Buy	216,275 +4,633	+2%	+$153K	0.23%	85
2026 Q2	$6.95M	Buy	211,642 +187,096	+762%	+$5.92M	0.23%	91
2026 Q1	$732K	Buy	24,546 +2,786	+13%	+$86.3K	0.03%	538
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	–	796
2024 Q4	$390K	Buy	+14,677	New	+$400K	0.02%	525

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

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

Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Western Wealth Management's CGCV Position: Q3 2026 in Review

Western Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 2.2% in Q3 2026, buying an estimated $153K and bringing the position to 216,275 shares worth $6.94M. The position accounts for 0.23% of the portfolio, ranked #85.

Western Wealth Management first reported a position in CGCV in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.95M in Q2 2026. 127 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Western Wealth Management held 216,275 shares of Capital Group Conservative Equity ETF worth $6.94M as of Q3 2026.
Western Wealth Management bought 4,633 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $153K.
Capital Group Conservative Equity ETF made up 0.23% of Western Wealth Management's portfolio in Q3 2026, its #85 holding.
Western Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q4 2024 and has held it in 6 quarters since.
Western Wealth Management's Capital Group Conservative Equity ETF position peaked at $6.95M in Q2 2026.
127 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.