Envision Financial Planning, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1964460
MEMPHIS, TN
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,972,997
+$2,224,058 QoQ
Shares Held
639,031
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
58.91%
of 13F equity value
Holder Rank
#9
of 53 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,972,997 | 639,031 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,748,939 | 628,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,419,893 | 604,129 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,266,707 | 141,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,995,678 | 104,744 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,253,202 | 83,098 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,515,805 | 57,114 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $799,634 | 29,339 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||