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Capital Group Conservative E shares owned by LongView Wealth Management

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

Historical chart of LongView 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 LongView 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $395k 13k 31.07

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstar Grwt (ILCG)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Home Depot (HD)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Genuine Parts Company (GPC)
Schwab Strategic Tr Internl Divid (SCHY)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

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