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Capital Group Conservative E shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $899k 30k 30.49
2025-09-30 $721k 24k 30.11
2025-06-30 $368k 13k 28.60

More positions owned by HighTower Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Vanguard Index Fds Growth Etf (VUG)

View all positions for HighTower Advisors

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