Orion Porfolio Solutions, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1360533
OMAHA, NE
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,439,386
+$84,820 QoQ
Shares Held
43,857
-3.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#27
of 53 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,439,386 | 43,857 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,354,566 | 45,440 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,330,370 | 43,633 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,253,087 | 41,617 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $207,131 | 7,639 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||