SEC 13F Intelligence

Envision Financial Planning, LLC / CGCV

Envision Financial Planning, LLC’s Capital Group Conservative E Position

Does Envision Financial Planning, LLC own Capital Group Conservative E (CGCV)? Yes — 628.9K shares worth $19M (+6.78% of its 13F portfolio) as of Q1 2026, up from 604.1K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
628.9K
% of Portfolio
+6.78%
Quarters Held
7
currently held

Position History CGCV

Reported value by quarter
Q3 ’24: $799,634Q3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $18MQ4 ’25Q1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026628.9K$19M+6.78%
Q4 2025604.1K$18M+6.96%
Q3 2025141.7K$4M+1.81%
Q2 2025104.7K$3M+1.40%
Q1 202583.1K$2M+1.15%
Q4 202457.1K$2M+0.78%
Q3 202429.3K$799,634+0.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Envision Financial Planning, LLC’s full portfolio or all institutional holders of CGCV.