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Capital Group Conservative E shares owned by Main Line Retirement Advisors

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

Historical chart of Main Line Retirement 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 Main Line Retirement 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 Main Line Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $481k 16k 30.11
2025-06-30 $442k 15k 28.60
2025-03-31 $14M 521k 27.12
2024-12-31 $14M 508k 26.54

More positions owned by Main Line Retirement Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Flexible Debt Et
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

View all positions for Main Line Retirement Advisors

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
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Carson Advisory
Mml Investors Services
Jones Financial Companies, L.L
Atria Wealth Solutions
Citadel Advisors

View all funds holding Capital Group Conservative E