Carson Advisory Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1909304
ATHENS, GA
Position in CGCV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,884,333
+$1,167,025 QoQ
Shares Held
301,168
+3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.55%
of 13F equity value
Holder Rank
#15
of 53 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,884,333 | 301,168 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,717,308 | 292,429 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,634,798 | 283,201 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,372,085 | 278,050 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||