Apollon Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1764387
MOUNT PLEASANT, SC
Position in CGCV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,855,005
+$1,251,697 QoQ
Shares Held
162,865
+37.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,855,005 | 162,865 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,603,308 | 118,180 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,915,822 | 96,839 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $436,378 | 15,258 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||