Confluence Wealth Services, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1910411
MCMURRAY, PA
Position in CGCV
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$10,451,594
+$2,308,874 QoQ
Shares Held
350,607
+31.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,451,594 | 350,607 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,142,720 | 267,062 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $452,131 | 15,016 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $423,594 | 14,811 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $388,205 | 14,317 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||