ENVESTNET ASSET MANAGEMENT INC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1407543
Berwyn, PA
Position in CGCV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$63,657,287
+$8,822,303 QoQ
Shares Held
2,135,434
+18.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $63,657,287 | 2,135,434 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $54,834,984 | 1,798,458 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $47,611,136 | 1,581,240 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,221,920 | 567,200 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,287,429 | 342,520 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $525,173 | 19,788 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||