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Capital Group Conservative E shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 1.3k 30.11

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View all positions for EverSource Wealth Advisors

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
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
Atria Wealth Solutions
Citadel Advisors

View all funds holding Capital Group Conservative E