Allworth Financial LP
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1555170
FOLSOM, CA
Position in CGCV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,511
+$322 QoQ
Shares Held
107
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 53 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,511 | 107 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,189 | 107 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||