Benjamin Edwards »

Capital Group Conservative E shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Benjamin Edwards 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 Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 38k 30.49
2025-09-30 $711k 24k 30.11
2025-06-30 $466k 16k 28.60
2025-03-31 $333k 12k 27.12

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPMB)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Spdr Series Trust State Street Spd (SPYV)
Broadcom (AVGO)
World Gold Tr Spdr Gld Minis (GLDM)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)

View all positions for Benjamin Edwards

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