Capital Group Conservative E shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors investment in Capital Group Conservative E
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Quarterly reported holdings in Capital Group Conservative E by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 245k | 30.11 |
| 2025-06-30 | $6.2M | 217k | 28.60 |
| 2025-03-31 | $3.5M | 129k | 27.12 |
| 2024-12-31 | $2.6M | 99k | 26.54 |
| 2024-09-30 | $2.5M | 92k | 27.25 |
More positions owned by Evernest Financial Advisors
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