Capital Analysts, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1624758
FORT WASHINGTON, PA
Position in CGCV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$437,640
+$177,957 QoQ
Shares Held
14,681
+72.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
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 | $437,640 | 14,681 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $259,683 | 8,517 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $196,919 | 6,540 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||