Worthington Financial Partners, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2111427
WORTHINGTON, OH
Position in CGCV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,644,766
-$11,877 QoQ
Shares Held
55,175
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,644,766 | 55,175 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,656,643 | 54,334 | Shares | Sole | 2026-03-05 | |
| No filing history on record for this holder in this stock. | ||||||