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Capital Group Conservative E shares owned by M.e. Allison & Co

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by M.e. Allison & Co from 13F filings

Historical chart of M.e. Allison & Co investment in Capital Group Conservative E

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All positions including Capital Group Conservative E held by M.e. Allison & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by M.e. Allison & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $435k 14k 30.49
2025-09-30 $336k 11k 30.11
2025-06-30 $298k 10k 28.60

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View all positions for M.e. Allison & Co

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E