Troutman Wealth Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2110807
MALVERN, PA
Position in CGCV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,256,822
+$894,408 QoQ
Shares Held
251,579
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
22.27%
of 13F equity value
Holder Rank
#16
of 53 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,256,822 | 251,579 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,362,414 | 246,978 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,508,375 | 246,257 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||