FINANCIAL MANAGEMENT NETWORK INC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1844831
MISSION VIEJO, CA
Position in CGCV
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$6,275,183
+$298,381 QoQ
Shares Held
210,506
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,275,183 | 210,506 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,976,802 | 196,025 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,921,690 | 163,457 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,052,391 | 141,692 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,893,657 | 69,838 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $796,253 | 30,002 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $489,908 | 17,975 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||