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Capital Group Conservative E shares owned by Maridea Wealth Management

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

Historical chart of Maridea 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 Maridea 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 Maridea Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 6.4k 32.82

More positions owned by Maridea Wealth Management

Spdr Series Trust St Str Blo 1 Etf (BIL)
Thor Finl Technologies Tr Adapt Dynam Etf
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-3 Mth Treasury (SGOV)
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)
NVIDIA Corporation (NVDA)
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)
Alphabet Cap Stk Cl C (GOOG)
Absolute Shs Tr Wbi Pwr Factor (WBIY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Iren Ordinary Shares (IREN)

View all positions for Maridea 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
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
DMKC Advisory Services
Jones Financial Companies, L.L
Stifel Financial
Tribridge Partners Financial
Wealth Enhancement Advisory Services
Envision Financial Planning
Commonwealth Equity Services

View all funds holding Capital Group Conservative E