LPL Financial LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1403438
FORT MILL, SC
Position in CGCV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$139,044,362
+$18,822,689 QoQ
Shares Held
4,664,353
+18.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,044,362 | 4,664,353 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $120,221,673 | 3,942,987 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $77,143,415 | 2,562,053 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,919,823 | 1,360,833 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,489,031 | 386,835 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,569,310 | 96,809 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||