Capital Group Private Client Services, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1857666
Los Angeles, CA
Position in CGCV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$202,624,542
+$42,283,349 QoQ
Shares Held
6,173,813
+14.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
#2
of 53 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,624,542 | 6,173,813 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $160,341,193 | 5,378,772 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $113,804,778 | 3,732,528 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $98,748,846 | 3,279,603 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,114,244 | 2,451,547 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $48,228,040 | 1,778,648 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $33,819,736 | 1,274,293 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,719,701 | 650,145 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,147,165 | 46,082 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||