DAYMARK WEALTH PARTNERS, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1956824
CINCINNATI, OH
Position in CGCV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$215,973
-$4,927 QoQ
Shares Held
7,245
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,973 | 7,245 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $220,900 | 7,245 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $216,581 | 7,193 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $200,686 | 7,017 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||