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Gerber Kawasaki Wealth & Investment Management »

Capital Group Conservative E shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Gerber Kawasaki Wealth & Investment Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$203k	6.8k	29.81

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View all positions for Gerber Kawasaki Wealth & Investment Management

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

Northwestern Mutual Wealth Management Company

Cetera Investment Advisers

Stifel Financial

Tribridge Partners Financial

Commonwealth Equity Services

Wells Fargo & Company

Jones Financial Companies, L.L

Citadel Advisors

Envision Financial Planning

Atlantic Trust

View all funds holding Capital Group Conservative E

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