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Capital Group Conservative E shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $362k 11k 32.82

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

View all funds holding Capital Group Conservative E