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Capital Group Conservative E shares owned by Moloney Securities Asset Management

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

Historical chart of Moloney Securities Asset Management investment in Capital Group Conservative E

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All positions including Capital Group Conservative E held by Moloney Securities Asset 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 Moloney Securities Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 14k 30.11
2025-06-30 $407k 14k 28.60
2025-03-31 $346k 13k 27.12

More positions owned by Moloney Securities Asset Management

Invesco Qqq Trust Series 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf (SPY)
RBB (TBIL)
Amazon (AMZN)
Spdr Series Trust dj ttl mkt etf (SPTM)
Alphabet Inc Class A cs (GOOGL)
Berkshire Hathaway (BRK.B)
iShares Dow Jones US Technology (IYW)
iShares S&P 500 Growth Index (IVW)
Facebook Inc cl a (META)
SPDR DJ Wilshire Large Cap (SPYM)
iShares Dow Jones US Financial (IYF)

View all positions for Moloney Securities Asset Management

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