Garrett Investment Advisors »

Capital Group Conservative E shares owned by Garrett Investment Advisors

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

Historical chart of Garrett Investment 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 Garrett Investment Advisors 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 Garrett Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $769k 28k 27.26

More positions owned by Garrett Investment Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Garrett Investment Advisors

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Commonwealth Equity Services
Brookstone Capital Management
Evernest Financial Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Envision Financial Planning
Garrett Investment Advisors
Atria Wealth Solutions
Kestra Private Wealth Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Financial Management Network
Founders Financial Securities
Captrust Financial Advisors

View all funds holding Capital Group Conservative E