Capital Investment Management, Inc.
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2124549
LEES SUMMIT, MO
Position in CGCV
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$225,721
+$12,596 QoQ
Shares Held
7,572
+8.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,721 | 7,572 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $213,125 | 6,990 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||