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Capital Group Conservative E shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $482k 16k 30.49

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Physical Silver Tr Tr Unit (PSLV)
Vanguard Index Fds Small Cp Etf (VB)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Sprott Physical Gold Tr Unit (PHYS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Cyndeo Wealth Partners

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
Wealth Enhancement Advisory Services
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
Citadel Advisors

View all funds holding Capital Group Conservative E