AI Financial Services »

Capital Group Conservative E shares owned by AI Financial Services

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

Historical chart of AI Financial Services investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Conservative E by AI Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $547k 18k 30.24
2025-06-30 $454k 16k 28.60
2025-03-31 $320k 12k 27.12
2024-12-31 $239k 9.0k 26.54