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Capital Group Conservative E shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 49k 30.11
2025-06-30 $1.1M 37k 28.60
2025-03-31 $1.1M 42k 27.12

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View all positions for Private Advisor

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