PCG Wealth Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1905393
OVERLAND PARK, KS
Position in CGCV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$934,901
New position
Shares Held
31,362
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in CGCV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $934,901 | 31,362 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||