Perennial Investment Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1801523
Los Angeles, CA
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$318,879
-$164,082 QoQ
Shares Held
9,716
-38.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#40
of 53 holders
Holding Since
Mar 2025
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 | $318,879 | 9,716 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $482,961 | 15,840 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $550,380 | 18,279 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $533,561 | 18,656 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $641,459 | 23,657 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||