Continuum Advisory, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1846532
EAGLE, ID
Position in CGCV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,191,386
+$381,389 QoQ
Shares Held
39,966
+50.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,191,386 | 39,966 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $809,997 | 26,566 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $526,051 | 17,471 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||