Western Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1767902
GOLDEN, CO
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,946,090
+$6,214,374 QoQ
Shares Held
211,642
+762.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#18
of 53 holders
Holding Since
Dec 2024
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 | $6,946,090 | 211,642 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $731,716 | 24,546 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $663,462 | 21,760 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $396,187 | 13,158 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $389,527 | 14,677 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||