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Capital Group Conservative E shares owned by Daymark Wealth Partners

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

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

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All positions including Capital Group Conservative E held by Daymark 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 Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 7.2k 30.49
2025-09-30 $217k 7.2k 30.11
2025-06-30 $201k 7.0k 28.60

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Sherwin-Williams Company (SHW)
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Amgen (AMGN)
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J P Morgan Exchange Traded F Active Growth (JGRO)
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Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for Daymark Wealth Partners

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
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E