Lodestone Wealth Management LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1950158
SPOKANE, WA
Position in CGCV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$381,061
-$10,095 QoQ
Shares Held
12,783
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $381,061 | 12,783 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $391,156 | 12,829 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $378,000 | 12,554 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $358,815 | 12,546 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $262,527 | 9,682 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||