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Capital Group Conservative E shares owned by Atlantic Trust

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

Historical chart of Atlantic Trust investment in Capital Group Conservative E

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

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Quarterly reported holdings in Capital Group Conservative E by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.3M 306k 30.49

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Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
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Spdr Series Trust State Street Spd (BIL)
JPMorgan Chase & Co. (JPM)
Capital Group Conservative E SHS (CGCV)
Ishares Tr Core S&p500 Etf (IVV)
Visa Com Cl A (V)

View all positions for Atlantic Trust

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