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Capital Group Conservative E shares owned by Brookstone Capital Management

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

Historical chart of Brookstone Capital Management investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 93k 27.26

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)

View all positions for Brookstone Capital Management

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Commonwealth Equity Services
Brookstone Capital Management
Evernest Financial Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Envision Financial Planning
Garrett Investment Advisors
Atria Wealth Solutions
Kestra Private Wealth Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Financial Management Network
Founders Financial Securities
Captrust Financial Advisors

View all funds holding Capital Group Conservative E