Envision Financial Planning LLC raised its holdings in Capital Group Conservative Equity ETF (NYSEARCA:CGCV – Free Report) by 4.1% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 628,948 shares of the company’s stock after buying an additional 24,819 shares during the period. Capital Group Conservative Equity ETF comprises approximately 6.8% of Envision Financial Planning LLC’s investment portfolio, making the stock its 5th biggest holding. Envision Financial Planning LLC owned approximately 1.21% of Capital Group Conservative Equity ETF worth $18,749,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in the business. Comerica Bank increased its holdings in shares of Capital Group Conservative Equity ETF by 156.4% during the 3rd quarter. Comerica Bank now owns 905 shares of the company’s stock worth $27,000 after acquiring an additional 552 shares during the last quarter. Geneos Wealth Management Inc. bought a new stake in Capital Group Conservative Equity ETF in the 4th quarter valued at $28,000. Sunbelt Securities Inc. acquired a new stake in Capital Group Conservative Equity ETF during the 3rd quarter valued at $30,000. IAG Wealth Partners LLC acquired a new stake in Capital Group Conservative Equity ETF during the 1st quarter valued at $37,000. Finally, NewEdge Advisors LLC bought a new position in Capital Group Conservative Equity ETF during the first quarter worth $42,000.
Capital Group Conservative Equity ETF Price Performance
NYSEARCA:CGCV opened at $33.12 on Tuesday. The company has a market cap of $1.93 billion, a P/E ratio of 23.69 and a beta of 0.65. The firm’s fifty day moving average price is $32.50 and its two-hundred day moving average price is $31.55. Capital Group Conservative Equity ETF has a one year low of $28.62 and a one year high of $33.29.
Capital Group Conservative Equity ETF Profile
The Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, seeking total returns through investments in North American companies. CGCV was launched on Jun 25, 2024 and is issued by Capital Group.
Recommended Stories
- Five stocks we like better than Capital Group Conservative Equity ETF
- AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next
- Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now
- Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
- Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight
Receive News & Ratings for Capital Group Conservative Equity ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Capital Group Conservative Equity ETF and related companies with MarketBeat.com's FREE daily email newsletter.
