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Capital Group Conservative E shares owned by Old Mission Capital

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Old Mission Capital from 13F filings

Historical chart of Old Mission Capital investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Old Mission Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Old Mission Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 105k 30.11
2025-06-30 $280k 9.8k 28.60
2025-03-31 $2.8M 102k 27.12
2024-12-31 $950k 36k 26.54

More positions owned by Old Mission Capital

Spdr S&p 500 Etf Trust Etp (SPY)
Ishares Russell 2000 Etf Etp (IWM)
Ishares 20 Plus Year Treasury Bd Etp (TLT)
Invesco Qqq Trust Series 1 Etp Call Option (QQQ)
Strategy Common Stock Call Option (MSTR)
Ishares Core S&p 500 Etf Etp (IVV)
Ishares China Large-cap Etf Etp (FXI)
Vanguard S&p 500 Etf Etp (VOO)
Invesco S&p 500 Equal Weight Etp (RSP)
Xtrackers Harvest Csi 300 Ch Etp (ASHR)
Ishares Msci Eafe Etf Etp Call Option (EFA)
Ishares Core Msci Emerging Etp (IEMG)
Proshares Ether Etf-usd Etp (EETH)
Tesla Common Stock Call Option (TSLA)
Grayscale Bitcoin Trust Etf Etp (GBTC)

View all positions for Old Mission Capital

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
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Carson Advisory
Mml Investors Services
Jones Financial Companies, L.L
Atria Wealth Solutions
Citadel Advisors

View all funds holding Capital Group Conservative E