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Capital Group Conservative E shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $27k 911 29.81

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Vanguard Total Stock Market Etf Etf (VTI)
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State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Apple Stock (AAPL)
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State Street Spdr S&p 500 Etf Etf (SPY)
Amazon Stock (AMZN)

View all positions for CoreCap Advisors

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Jones Financial Companies, L.L
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E