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Confluence Wealth Services »

Capital Group Conservative E shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$452k	15k	30.11
2025-06-30	$424k	15k	28.60
2025-03-31	$370k	14k	25.81

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional International Value Etf Internatnal Val (DFIV)

Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding Capital Group Conservative E

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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

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