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Capital Group Conservative E shares owned by Gwn Securities

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Gwn Securities from 13F filings

Historical chart of Gwn Securities investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Gwn Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 7.3k 29.81

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
Vanguard World Inf Tech Etf (VGT)
Cardinal Health (CAH)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Gwn Securities

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
DMKC Advisory Services
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
Jones Financial Companies, L.L
Citadel Advisors
Envision Financial Planning

View all funds holding Capital Group Conservative E