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Capital Group Conservative E shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Client Services 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 Client Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 43k 32.82

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Simplify Exchange Traded Fun Barrier Income (SBAR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)

View all positions for Private Client Services

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
Northwestern Mutual Wealth Management Company
DMKC Advisory Services
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
Jones Financial Companies, L.L
Citadel Advisors
Envision Financial Planning

View all funds holding Capital Group Conservative E