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Capital Group Conservative E shares owned by AdvisorNet Financial

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by AdvisorNet Financial from 13F filings

Historical chart of AdvisorNet Financial investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by AdvisorNet Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $451k 15k 30.11
2025-06-30 $312k 11k 28.60
2025-03-31 $59k 2.2k 27.12
2024-12-31 $15k 563 26.54

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Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Stock (MSFT)
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
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Vanguard Total Bond Market Etf Etf (BND)
Spdr Gold Etf Etf (GLD)

View all positions for AdvisorNet Financial

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
LPL Financial
Raymond James Financial
Envestnet Asset Management
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Carson Advisory
Mml Investors Services
Jones Financial Companies, L.L
Atria Wealth Solutions
Citadel Advisors

View all funds holding Capital Group Conservative E