Hartmann Taylor Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2058267
DALLAS, TX
Position in CGCV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,264,486
+$252,634 QoQ
Shares Held
75,964
+15.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,264,486 | 75,964 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,011,852 | 65,984 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,721,117 | 57,161 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $863,720 | 30,200 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||