Summary
CGCV Chart
Confluence Wealth Services Inc. Has $8.14 Million Position in Capital Group Conservative Equity ETF $CGCV
Confluence Wealth Services Inc. raised its stake in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 1,678.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 267,062 shares of the company's stock after buying an additional 252,046 shares during the
CGCV: Likely To Underperform IVV Owing Low Beta Names That Restrain Upside Capture
Capital Group Conservative Equity ETF is actively managed, with its goals being "current income, growth of capital and conservation of principal." The CGCV portfolio has a tilt towards low-beta defensive names and the value factor, while growth and GARP characteristics are quite weak. Quality is adequate but not exemplary. Historical performance data (i.e., the upside capture ratio) and CGCV's current factor mix support a hypothesis that it will lag IVV this year.
CGCV: A Prudent, Low-Risk Option To Earn Healthy Risk-Adjusted Returns In 2026
Capital Group Conservative Equity ETF outperformed the S&P 500 in 2025, delivering a 16.8% total return with lower volatility. CGCV's portfolio blends large-cap growth and value stocks, emphasizing technology and AI exposure while maintaining sector diversification to manage risk. CGCV trades at a lower valuation (19x earnings) and expense ratio (0.33%) than the S&P 500, with a 1.4% dividend yield and strong dividend growth.
Capital Group Conservative Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 38,106 | $1.15M | $1.25M | $100,807.38 | 8.75% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 302,786 | $9.01M | $9.94M | $926,581.63 | 10.28% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 7,332 | $218,598 | $240,672.9 | $22,074.9 | 10.1% |
 Kathleen Halliwell DMKC Advisory Services LLC | 951,600 | $31.06M | $31.27M | $211,801.37 | 0.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,088 | $32,966.05 | $35,762.56 | $2,796.51 | 8.48% |
Capital Group Conservative Equity ETF (CGCV) FAQ
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Capital Group Conservative Equity ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as an investment fund with a clear focus on tapping into the growth potential of the American economy. It aims to achieve this by primarily investing in common stocks of companies that not only show promise for growth but also have dividends that are considered to be sustainable. With a strategic approach to investment, the fund places a significant emphasis on the equity markets of the United States and Canada, concentrating its investments in these regions. The fund operates with a policy to invest at least 80% of its net assets in common stocks and other equity-type securities, showing its strong commitment to the equity markets. Despite its concentrated approach, the fund is described as non-diversified, indicating a possible focus on a relatively limited number of securities that meet its stringent criteria for growth and dividend sustainability.
Products and Services
The fund offers a distinct array of investment products and services designed to provide investors with access to the growth potential of the American economy and sustainable dividend-paying stocks:
- Common Stock Investments: The fund invests primarily in common stocks of companies that are believed to be integral to the growth of the American economy. These investments are chosen based on their potential for growth and the sustainability of their dividends, emphasizing sectors and companies with robust future prospects.
- Equity-Type Securities: Beyond common stocks, the fund also channels investments into other types of equity securities. This broadens the scope of its investment strategy, providing a diversified approach within the equity segment. These securities are selected to complement the fund's portfolio by adding depth and diversity, thereby enhancing the potential for attractive returns.
- Focus on United States and Canada: The fund's investment strategy is geographically focused on the United States and Canada. This concentration signifies a strategic decision to harness the economic growth and stability of these regions, benefiting from their dynamic markets and the potential for investment gains.
- Minimum 80% Investment in Equities: In adherence to its investment strategy, the fund maintains at least 80% of its net assets in common stocks and other equity-type securities. This policy underscores the fund's commitment to equity investments as the cornerstone of its growth-focused investment philosophy.
