Equitable Holdings »

Capital Group Conservative E shares owned by Equitable Holdings

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

Historical chart of Equitable Holdings investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Conservative E by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $385k 13k 30.49

More positions owned by Equitable Holdings

Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPYV)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Ishares Tr Expnd Tec Sc Etf (IGM)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equitable Holdings

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