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Capital Group Conservative E shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 8.5k 30.11

More positions owned by Gateway Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alps Etf Tr Alerian Mlp (AMLP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fs Kkr Capital Corp (FSK)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Gateway Wealth Partners

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