Envision Financial Planning LLC Purchases 24,819 Shares of Capital Group Conservative Equity ETF $CGCV

Envision Financial Planning LLC lifted its position in shares of Capital Group Conservative Equity ETF (NYSEARCA:CGCV) by 4.1% during the first quarter, Holdings Channel.com reports. The firm owned 628,948 shares of the company’s stock after buying an additional 24,819 shares during the quarter. Capital Group Conservative Equity ETF accounts for 6.8% of Envision Financial Planning LLC’s portfolio, making the stock its 5th biggest holding. Envision Financial Planning LLC’s holdings in Capital Group Conservative Equity ETF were worth $18,749,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Comerica Bank grew its holdings in Capital Group Conservative Equity ETF by 156.4% in the 3rd quarter. Comerica Bank now owns 905 shares of the company’s stock valued at $27,000 after buying an additional 552 shares in the last quarter. Geneos Wealth Management Inc. bought a new position in Capital Group Conservative Equity ETF during the 4th quarter worth $28,000. Sunbelt Securities Inc. acquired a new stake in shares of Capital Group Conservative Equity ETF during the third quarter worth $30,000. IAG Wealth Partners LLC acquired a new stake in shares of Capital Group Conservative Equity ETF during the first quarter worth $37,000. Finally, NewEdge Advisors LLC acquired a new stake in shares of Capital Group Conservative Equity ETF during the first quarter worth $42,000.

Capital Group Conservative Equity ETF Stock Performance

Shares of Capital Group Conservative Equity ETF stock opened at $33.12 on Tuesday. The firm has a 50-day moving average of $32.50 and a 200-day moving average of $31.55. Capital Group Conservative Equity ETF has a 52-week low of $28.62 and a 52-week high of $33.29. The stock has a market cap of $1.93 billion, a PE ratio of 23.69 and a beta of 0.65.

About Capital Group Conservative Equity ETF

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.