Golden State Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1776033
SANTA ANA, CA
Position in CGCV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,912,490
+$226,515 QoQ
Shares Held
64,156
+16.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,912,490 | 64,156 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,685,975 | 55,296 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||