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Capital Group Conservative E shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial Partners investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 6.8k 30.49

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View all positions for Birchwood Financial Partners

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
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Cambridge Investment Research Advisors
Carson Advisory

View all funds holding Capital Group Conservative E