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Capital Group Conservative E shares owned by RM Financial Services

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

Historical chart of RM Financial 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 RM Financial 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 RM Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4M 281k 29.81

More positions owned by RM Financial Services

Capital Group Dividend Growe Shs Etf (CGDG)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Group Conservative E SHS (CGCV)
Ishares Silver Tr Ishares (SLV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Vanguard Index Fds Total Stk Mkt (VTI)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
ConocoPhillips (COP)
Vanguard Whitehall Fds High Div Yld (VYM)
Applied Materials (AMAT)

View all positions for RM Financial 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
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
Citadel Advisors
Envision Financial Planning
Atlantic Trust
Souders Financial Advisors

View all funds holding Capital Group Conservative E