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Capital Group Conservative E shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 8.5k 30.53
2025-09-30 $197k 6.5k 30.12

More positions owned by Capital Analysts

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Fidelity Covington Trust Enhanced Mid (FMDE)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Spdr Series Trust State Street Spd (SPIB)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Series Trust State Street Spd (SPHY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Capital Analysts

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