Kingsview Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1791965
GRANTS PASS, OR
Position in CGCV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$652,272
-$429,909 QoQ
Shares Held
21,881
-38.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $652,272 | 21,881 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,082,181 | 35,493 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||