Meridian Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1697300
LEXINGTON, KY
Position in CGCV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,716,131
-$42,501 QoQ
Shares Held
57,569
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,716,131 | 57,569 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,758,632 | 57,679 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,736,714 | 57,679 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,701,528 | 59,494 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||