Transamerica Financial Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1502149
CEDAR RAPIDS, IA
Position in CGCV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$502,089
+$234,814 QoQ
Shares Held
16,843
+92.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $502,089 | 16,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,275 | 8,766 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $228,384 | 7,585 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||