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Capital Group Conservative E shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management investment in Capital Group Conservative E

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All positions including Capital Group Conservative E held by Marshall Investment 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $213k 7.4k 28.60
2025-03-31 $3.8M 141k 27.12

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View all positions for Marshall Investment 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
Wealth Enhancement Advisory Services
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Carson Advisory
Mml Investors Services
Confluence Wealth Services
Jones Financial Companies, L.L

View all funds holding Capital Group Conservative E