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Capital Group Conservative E shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $639k 23k 27.26

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Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
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Vanguard Index Fds Value Etf (VTV)
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View all positions for Kestra Private Wealth Services

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
Capital Group Private Client Services
Commonwealth Equity Services
Brookstone Capital Management
Evernest Financial Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Envision Financial Planning
Garrett Investment Advisors
Atria Wealth Solutions
Kestra Private Wealth Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Financial Management Network
Founders Financial Securities
Captrust Financial Advisors

View all funds holding Capital Group Conservative E