Capital Group Conservative E shares owned by Envision Financial Planning
Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Envision Financial Planning
from 13F filings
Historical chart of Envision Financial Planning investment in Capital Group Conservative E
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Conservative E held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Conservative E by Envision Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 142k | 30.11 |
| 2025-06-30 | $3.0M | 105k | 28.60 |
| 2025-03-31 | $2.3M | 83k | 27.12 |
| 2024-12-31 | $1.5M | 57k | 26.54 |
| 2024-09-30 | $800k | 29k | 27.26 |
More positions owned by Envision Financial Planning
View all positions for Envision Financial Planning