Triune Financial Partners, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2040393
OVERLAND PARK, KS
All Filings in CGCV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,843 | 9,136 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $271,151 | 9,096 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $277,337 | 9,096 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $271,833 | 9,028 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $258,200 | 9,028 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||