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KWB Wealth

Position in CGCV — Capital Group Conservative Equity ETF

CIK 1822236 REDLANDS, CA

Position in CGCV

as of Mar 31, 2026 · filed Apr 8, 2026
Position Value
$516,577
-$11,784 QoQ
Shares Held
17,329
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.36%
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
2026-03-31 $516,577 17,329
2025-12-31 $528,361 17,329