Simplicity Wealth,LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1913243
SUMMIT, NJ
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,350 | 11,589 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $341,056 | 11,441 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $318,193 | 10,436 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $320,972 | 10,660 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||