Capital Group Conservative E shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Capital Group Conservative E
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Quarterly reported holdings in Capital Group Conservative E by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 67k | 30.11 |
| 2025-06-30 | $1.4M | 50k | 28.60 |
| 2025-03-31 | $794k | 29k | 27.11 |
| 2024-12-31 | $547k | 21k | 26.54 |
| 2024-09-30 | $232k | 8.5k | 27.26 |
More positions owned by Captrust Financial Advisors
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