Gateway Wealth Partners, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1966037
APPLETON, WI
All Filings in CGCV
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,550,646 | 47,247 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,031,104 | 68,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $487,199 | 15,979 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $256,175 | 8,508 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||