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Capital Group Conservative E shares owned by Compton Financial Group

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

Historical chart of Compton Financial Group investment in Capital Group Conservative E

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

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Quarterly reported holdings in Capital Group Conservative E by Compton Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 85k 29.81

More positions owned by Compton Financial Group

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPMB)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPSM)
Capital Group Core Balanced SHS (CGBL)
Spdr Index Shs Fds State Street Spd (SPEM)
Capital Group Global Equity SHS (CGGE)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)

View all positions for Compton Financial Group

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
Northwestern Mutual Wealth Management Company
DMKC Advisory Services
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
Jones Financial Companies, L.L
Citadel Advisors
Envision Financial Planning

View all funds holding Capital Group Conservative E