Capital Group Conservative E shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Capital Group Conservative E
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Quarterly reported holdings in Capital Group Conservative E by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 8.8k | 30.11 |
| 2025-06-30 | $260k | 9.1k | 28.60 |
| 2025-03-31 | $731k | 27k | 27.11 |
| 2024-12-31 | $528k | 20k | 26.54 |
| 2024-09-30 | $207k | 7.6k | 27.26 |
More positions owned by Pensionmark Financial Group
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