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Capital Group Conservative E shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 600 30.49

More positions owned by Rockefeller Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Blackrock (BLK)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Visa Com Cl A (V)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Thermo Fisher Scientific (TMO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
salesforce (CRM)

View all positions for Rockefeller Capital Management

Top funds holding Capital Group Conservative E

Capital Research and Management Company - Division 3
LPL Financial
Capital Group Private Client Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Stifel Financial
Wealth Enhancement Advisory Services
Cetera Investment Advisers
Tribridge Partners Financial
Envision Financial Planning
Commonwealth Equity Services
D. J. St. Germain
Wells Fargo & Company
Mml Investors Services

View all funds holding Capital Group Conservative E