JONES FINANCIAL COMPANIES LLLP
Position in CGCV — Capital Group Conservative Equity ETF
CIK 815917
DES PERES, MO
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,777,421
+$10,193,235 QoQ
Shares Held
907,295
+38.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#7
of 53 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,777,421 | 907,295 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,584,186 | 656,967 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,618,763 | 381,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,884,363 | 261,852 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,787,296 | 167,388 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,766,054 | 65,132 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||