WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1632972
PLYMOUTH, MN
Position in CGCV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$24,775,538
-$484,268 QoQ
Shares Held
831,115
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 | $24,775,538 | 831,115 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $25,259,806 | 828,462 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $443,128 | 14,717 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||