CGCV · Insider trading · 13F holders · Congress trades
Capital Group Conservative E (CGCV)
Who is buying and selling CGCV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 30
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGCV at a glance
- No open-market insider purchases or sales of CGCV were filed in the last 90 days.
- 30 13F filers hold CGCV among their 50 largest positions, worth $445.6M combined. The biggest bets by portfolio weight are Tribridge Partners Financial LLC (10.2%), RM Financial Services, LLC (6.9%) and Envision Financial Planning, LLC (6.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in CGCV.
CGCV insider trading
No open-market insider purchases or sales of CGCV were filed in the last 90 days.
Who owns CGCV? Hedge funds and superinvestors
30 13F filers hold CGCV among their 50 largest positions, worth $445.6M combined. The biggest bets by portfolio weight are Tribridge Partners Financial LLC (10.2%), RM Financial Services, LLC (6.9%) and Envision Financial Planning, LLC (6.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 2.9% | $202.6M | 6,173,813 | +14.8% shares | Q2 2026 |
| DMKC Advisory Services, LLCWealth manager | 5.9% | $31.2M | 951,600 | +1271.2% shares | Q2 2026 |
| Tribridge Partners Financial LLCInstitutional asset manager | 10.2% | $25.9M | 783,414 | -1.3% shares | Q2 2026 |
| Envision Financial Planning, LLCWealth manager | 6.8% | $21.0M | 639,031 | +1.6% shares | Q2 2026 |
| Clearstead Trust, LLCInvestment manager | 2.3% | $17.6M | 535,806 | +4.3% shares | Q2 2026 |
| Souders Financial AdvisorsWealth manager | 1.7% | $16.8M | 510,787 | +8.8% shares | Q2 2026 |
| HighPoint Advisor Group LLCWealth manager | 0.5% | $15.0M | 458,403 | +0.3% shares | Q2 2026 |
| AdvisorNet Financial, IncWealth manager | 0.6% | $14.0M | 423,813 | +15.3% shares | Q3 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 0.4% | $13.7M | 416,050 | +18.7% shares | Q2 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 2.0% | $10.8M | 327,614 | +16.2% shares | Q2 2026 |
| Carson Advisory Inc.Wealth manager | 4.5% | $9.9M | 301,168 | +3.0% shares | Q2 2026 |
| RM Financial Services, LLCWealth manager | 6.9% | $9.3M | 283,285 | +0.8% shares | Q2 2026 |
| Financial Management Network IncWealth manager | 1.3% | $8.8M | 273,681 | +10.7% shares | Q3 2026 |
| Troutman Wealth Management, LLCWealth manager | 6.4% | $8.3M | 251,579 | +1.9% shares | Q2 2026 |
| Midwest Heritage Bank, FSBWealth manager | 2.1% | $7.3M | 228,073 | -1.8% shares | Q3 2026 |
| Compton Financial Group, LLCWealth manager | 1.1% | $5.9M | 180,287 | +112.2% shares | Q2 2026 |
| Regatta Capital Group, LLCWealth manager | 0.7% | $5.4M | 168,997 | +14.1% shares | Q3 2026 |
| Evernest Financial Advisors, LLCWealth manager | 0.7% | $3.2M | 96,874 | -25.4% shares | Q2 2026 |
| BlueChip Wealth Advisors LLCWealth manager | 1.2% | $3.2M | 96,166 | +21.8% shares | Q2 2026 |
| Bulwark Capital CorpWealth manager | 1.4% | $2.7M | 85,023 | +1.4% shares | Q3 2026 |
| Hartmann Taylor Wealth Management, LLCWealth manager | 1.4% | $2.4M | 76,206 | +1.8% shares | Q3 2026 |
| Worthington Financial Partners, LLCWealth manager | 1.6% | $1.8M | 57,196 | +2.7% shares | Q3 2026 |
| Junk Investment Group, LLCWealth manager | 0.7% | $1.8M | 55,295 | +5.5% shares | Q3 2026 |
| CWS Financial Advisors, LLCWealth manager | 0.4% | $1.7M | 54,004 | +1.0% shares | Q3 2026 |
| Pines Wealth Management, LLCWealth manager | 0.5% | $1.7M | 53,945 | -8.2% shares | Q3 2026 |
| Canandaigua National Trust Co of FloridaBank & trust | 0.8% | $1.5M | 45,908 | — | Q3 2026 |
| Main Line Retirement Advisors, LLCWealth manager | 0.3% | $713K | 22,236 | -11.6% shares | Q3 2026 |
| A&i Financial Services, LLCWealth manager | 0.3% | $669K | 20,862 | +11.0% shares | Q3 2026 |
| Eq Wealth Advisors, LLCWealth manager | 0.2% | $402K | 12,244 | — | Q2 2026 |
| Triune Financial Partners, LLCWealth manager | 0.1% | $300K | 9,136 | +0.4% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 17). Screen CGCV in the grand portfolio →
CGCV stock trades by members of Congress
No member of Congress has disclosed a trade in CGCV.
CGCV questions and answers
Are insiders buying CGCV stock?
No open-market insider purchases or sales of CGCV were filed in the last 90 days.
Which hedge funds own CGCV?
30 13F filers hold CGCV among their 50 largest positions, worth $445.6M combined. The biggest bets by portfolio weight are Tribridge Partners Financial LLC (10.2%), RM Financial Services, LLC (6.9%) and Envision Financial Planning, LLC (6.8%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
Has Congress traded CGCV?
No member of Congress has disclosed a trade in CGCV.
Who is the largest holder of CGCV?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGCV position, $202.6M (6,173,813 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Tribridge Partners Financial LLC's: 10.2% of its portfolio.
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