Apollon Wealth Management »

Capital Group Conservative E shares owned by Apollon Wealth Management

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Apollon Wealth Management from 13F filings

Historical chart of Apollon Wealth Management investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Apollon Wealth Management 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 Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 118k 30.49
2025-09-30 $2.9M 97k 30.11
2025-06-30 $436k 15k 28.60

More positions owned by Apollon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Pgim Etf Tr Total Return Bon (PTRB)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Apollon Wealth Management

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E