Main Line Retirement Advisors, LLC
PensionPosition in CGCV — Capital Group Conservative Equity ETF
CIK 1809416
WHITEFISH, MT
Position in CGCV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$747,098
+$141,171 QoQ
Shares Held
25,062
+26.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $747,098 | 25,062 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $605,927 | 19,873 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $481,278 | 15,984 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $441,555 | 15,439 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,117,777 | 520,663 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $13,476,136 | 507,767 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||