Evernest Financial Advisors, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2009530
CARMEL, IN
Position in CGCV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,871,842
-$3,746,938 QoQ
Shares Held
129,884
-48.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,871,842 | 129,884 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,618,780 | 249,878 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,363,611 | 244,557 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,206,057 | 216,995 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,492,249 | 128,794 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,636,191 | 99,329 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,497,075 | 91,619 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||