Triune Financial Partners, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2040393
OVERLAND PARK, KS
Position in CGCV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$271,151
-$6,186 QoQ
Shares Held
9,096
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,151 | 9,096 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $277,337 | 9,096 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $271,833 | 9,028 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $258,200 | 9,028 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||