Pines Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2037426
SOUTHERN PINES, NC
Position in CGCV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,749,787
-$53,544 QoQ
Shares Held
58,698
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,749,787 | 58,698 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,803,331 | 59,145 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,746,139 | 57,992 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,665,835 | 58,246 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,508,678 | 55,640 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,442,873 | 54,366 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||