Gunpowder Capital Management, LLC dba Oliver Wealth Management »

Capital Group Conservative E shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management from 13F filings

Historical chart of Gunpowder Capital Management, LLC dba Oliver 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 Gunpowder Capital Management, LLC dba Oliver 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 Gunpowder Capital Management, LLC dba Oliver Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 768 30.49

More positions owned by Gunpowder Capital Management, LLC dba Oliver Wealth Management

Spdr Gold Shares Gold Shs (GLD)
Apple (AAPL)
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Ishares Gold Tr Ishares Ishares New (IAU)
Spdr S&p 500 Etf Tr Unit (SPY)
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Incorporated Class A Cl A (META)
Palantir Technologies Incorporated Class A Cl A (PLTR)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Wal-Mart Stores (WMT)
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)
Microsoft Corporation (MSFT)

View all positions for Gunpowder Capital Management, LLC dba Oliver 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
Jones Financial Companies, L.L
Wells Fargo & Company

View all funds holding Capital Group Conservative E