Trademark Financial Management LLC Makes New Investment in Capital Group Conservative Equity ETF $CGCV

Trademark Financial Management LLC purchased a new stake in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 34,314 shares of the company’s stock, valued at approximately $1,046,000. Trademark Financial Management LLC owned 0.08% of Capital Group Conservative Equity ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Private Trust Co. NA boosted its holdings in shares of Capital Group Conservative Equity ETF by 70.5% in the fourth quarter. Private Trust Co. NA now owns 3,253 shares of the company’s stock worth $99,000 after buying an additional 1,345 shares during the last quarter. Valmark Advisers Inc. increased its holdings in Capital Group Conservative Equity ETF by 191.3% during the fourth quarter. Valmark Advisers Inc. now owns 233,971 shares of the company’s stock valued at $7,134,000 after buying an additional 153,651 shares during the last quarter. Tribridge Partners Financial LLC increased its holdings in Capital Group Conservative Equity ETF by 9.2% during the fourth quarter. Tribridge Partners Financial LLC now owns 757,961 shares of the company’s stock valued at $23,110,000 after buying an additional 63,997 shares during the last quarter. Assetmark Inc. raised its position in Capital Group Conservative Equity ETF by 13.9% in the fourth quarter. Assetmark Inc. now owns 62,866 shares of the company’s stock worth $1,917,000 after acquiring an additional 7,684 shares during the period. Finally, Apollon Wealth Management LLC raised its position in Capital Group Conservative Equity ETF by 22.0% in the fourth quarter. Apollon Wealth Management LLC now owns 118,180 shares of the company’s stock worth $3,603,000 after acquiring an additional 21,341 shares during the period.

Capital Group Conservative Equity ETF Price Performance

Shares of Capital Group Conservative Equity ETF stock opened at $30.87 on Wednesday. Capital Group Conservative Equity ETF has a 1-year low of $25.23 and a 1-year high of $31.96. The company’s fifty day simple moving average is $30.84 and its 200-day simple moving average is $30.65. The stock has a market capitalization of $1.55 billion, a PE ratio of 23.69 and a beta of 0.78.

Capital Group Conservative Equity ETF Company 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.