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Capital Group Conservative E shares owned by Assetmark

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

Historical chart of Assetmark investment in Capital Group Conservative E

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

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Quarterly reported holdings in Capital Group Conservative E by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 55k 30.11
2025-06-30 $14k 500 28.60

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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