GREAT VALLEY ADVISOR GROUP, INC.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1769897
WILMINGTON, DE
Position in CGCV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,559,850
-$1,433,832 QoQ
Shares Held
119,418
-27.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,559,850 | 119,418 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,993,682 | 163,781 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,693,215 | 155,869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,801,083 | 132,905 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,591,028 | 95,557 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $285,013 | 10,739 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||