World Investment Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

World Investment Advisors’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	$918K	Buy	30,807 +11,712	+61%	+$363K	0.01%	741
2025 Q4	$582K	Buy	19,095 +10,255	+116%	+$311K	0.01%	871
2025 Q3	$266K	Sell	8,840 -261	-3%	-$7.66K	0.01%	1049
2025 Q2	$260K	Sell	9,101 -17,842	-66%	-$483K	0.01%	981
2025 Q1	$731K	Buy	26,943 +7,058	+35%	+$193K	0.02%	583
2024 Q4	$528K	Buy	19,885 +12,300	+162%	+$336K	0.01%	656
2024 Q3	$207K	Buy	+7,585	New	+$198K	0.01%	864

Other funds holding CGCV

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $242M AUM 12.61% 1-Year Est. Return

World Investment Advisors's CGCV Position: Q1 2026 in Review

World Investment Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 61% in Q1 2026, buying an estimated $363K and bringing the position to 30,807 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #741.

World Investment Advisors first reported a position in CGCV in Q3 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

World Investment Advisors held 30,807 shares of Capital Group Conservative Equity ETF worth $918K as of Q1 2026.
World Investment Advisors bought 11,712 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $363K.
Capital Group Conservative Equity ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #741 holding.
World Investment Advisors first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.