NewEdge Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1633516
NEW ORLEANS, LA
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$802,678
+$622,147 QoQ
Shares Held
24,457
+313.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 53 holders
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,678 | 24,457 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $180,531 | 5,921 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $280,805 | 9,326 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $157,586 | 5,510 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,299 | 1,560 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||