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Capital Group Conservative E shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth 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 Golden State Wealth 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 55k 30.49

More positions owned by Golden State Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (AGG)
NVIDIA Corporation (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Etf Trust Long Term Grower (WINN)
American Century MF Closed and MF Open (QGRO)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (RDVY)
Microsoft Corporation (MSFT)
State Street MF Closed and MF Open (SPAB)

View all positions for Golden State Wealth Management

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E