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Capital Group Conservative E shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Continuum 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $526k 18k 30.11

More positions owned by Continuum Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Msci Usa Strtgic (QUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Continuum 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