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Capital Group Conservative E shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $550k 18k 30.11
2025-06-30 $534k 19k 28.60
2025-03-31 $642k 24k 27.12

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View all positions for Perennial Investment Advisors

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
Wealth Enhancement Advisory Services
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Cambridge Investment Research Advisors
Carson Advisory
Mml Investors Services
Confluence Wealth Services

View all funds holding Capital Group Conservative E