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Capital Group Conservative E shares owned by Carson Advisory

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

Historical chart of Carson Advisory investment in Capital Group Conservative E

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

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Quarterly reported holdings in Capital Group Conservative E by Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 278k 30.11

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Conservative E SHS (CGCV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
Southern Company (SO)
Apple (AAPL)
Dominion Resources (D)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Edison International (EIX)
International Business Machines (IBM)
AES Corporation (AES)
Microsoft Corporation (MSFT)
Duke Energy Corp Com New (DUK)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Carson Advisory

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