Envestnet Portfolio Solutions, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 1998033
BERWYN, PA
Position in CGCV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$908,787
-$200,347 QoQ
Shares Held
30,486
-16.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $908,787 | 30,486 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,109,134 | 36,377 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $986,192 | 32,753 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||