Simplicity Wealth,LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1913243
SUMMIT, NJ
Position in CGCV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$341,056
+$22,863 QoQ
Shares Held
11,441
+9.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
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 | $341,056 | 11,441 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $318,193 | 10,436 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $320,972 | 10,660 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||