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Capital Group Conservative E shares owned by Regatta Capital Group

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

Historical chart of Regatta Capital Group investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 94k 30.11
2025-06-30 $1.9M 65k 28.60

More positions owned by Regatta Capital Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Esg Us Stk Etf (ESGV)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Regatta Capital Group

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