BENJAMIN EDWARDS INC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1451623
Clayton, MO
Position in CGCV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,373,644
+$210,268 QoQ
Shares Held
46,080
+20.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,373,644 | 46,080 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,163,376 | 38,156 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $711,318 | 23,624 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $466,151 | 16,299 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $333,243 | 12,290 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||