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CGVVCGVV
4 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in CAPITAL GROUP EQUITY ETF TR

OSAIC HOLDINGS, INC. holds 152,321 shares of CGVV (CAPITAL GROUP EQUITY ETF TR), worth $4.7M as of 2026-Q2. The position was increased (+70.9% shares). CGVV represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4.7M

Current Shares

152,321

Total Value Change

+$4.6M

Total Shares Change

+148,496

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
152,321
+70.9%
$4.7M0.0%$30.90
40
2026-Q1
Increased
89,132
+108.9%
$2.4M0.0%$28.17
42
2025-Q4
Increased
42,667
+1015.5%
$1.1M0.0%$27.16
41
2025-Q3
New
3,825
-
$100,8260.0%$26.32
30

Other major holders of CGVV: Capital International Investors

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