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Capital Group Conservative E shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $37k 1.2k 29.81

More positions owned by IAG Wealth Partners

State Street MF Closed and MF Open (SPYM)
Jpmorgan Active MF Closed and MF Open (JBND)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Goldman Sachs MF Closed and MF Open (GSLC)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (DIVB)
Goldman Sachs MF Closed and MF Open (GSIE)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Simplify Managed MF Closed and MF Open (CTA)
Invesco Large MF Closed and MF Open (PWV)
Vanguard Growth MF Closed and MF Open (VUG)
Avantis Intl MF Closed and MF Open (AVDE)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

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
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
Citadel Advisors
Envision Financial Planning
Atlantic Trust
Souders Financial Advisors

View all funds holding Capital Group Conservative E