Baird Financial »

Capital Group Conservative E shares owned by Baird Financial

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

Historical chart of Baird 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 Baird Financial 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 Baird Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 161k 30.11
2025-06-30 $4.6M 160k 28.60
2025-03-31 $3.7M 136k 27.12
2024-12-31 $265k 10k 26.54

More positions owned by Baird Financial

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Jpmorgan Chase Common (JPM)
Alphabet Inc C Common (GOOG)
Ishares Tr Rus 1000 Grw Etf Common (IWF)
Berkshire Hathaway Inc Del Cl Common (BRK.B)
Meta Platforms Inc A Common (META)
Ishares Tr Rus 1000 Val Etf Common (IWD)
Home Depot Common (HD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Common (VEA)
Ge Aerospace Common (GE)
Ge Vernova Common (GEV)
Progressive Corp Common (PGR)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)

View all positions for Baird 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