Capital Group Conservative E shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Capital Group Conservative E
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Quarterly reported holdings in Capital Group Conservative E by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.0M | 164k | 30.49 |
| 2025-09-30 | $4.7M | 156k | 30.11 |
| 2025-06-30 | $3.8M | 133k | 28.60 |
| 2025-03-31 | $2.6M | 96k | 27.12 |
| 2024-12-31 | $285k | 11k | 26.54 |
More positions owned by Great Valley Advisor Group
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