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Capital Group Conservative E shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $882k 29k 30.49
2025-09-30 $571k 19k 30.18

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View all positions for Sigma Planning

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