Capital Group Conservative E shares owned by Private Trust Co Na
Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Private Trust Co Na
from 13F filings
Historical chart of Private Trust Co Na 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 Trust Co Na consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Conservative E by Private Trust Co Na
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $99k | 3.3k | 30.49 |
| 2025-09-30 | $58k | 1.9k | 30.11 |
| 2025-06-30 | $55k | 1.9k | 28.60 |
| 2025-03-31 | $52k | 1.9k | 27.11 |