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Capital Group Conservative E shares owned by Sittner & Nelson

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

Historical chart of Sittner & Nelson investment in Capital Group Conservative E

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

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Quarterly reported holdings in Capital Group Conservative E by Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2025-09-30 $120k 4.0k 30.11
2025-06-30 $114k 4.0k 28.60

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Apple (AAPL)
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NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhanced Short Mat Active Etf Enhan Shrt Ma Ac (MINT)
Capital Group Divid Value Etf Shs Creation Uni (CGDV)
Costco Wholesale Corporation (COST)
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Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
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JPMorgan Chase & Co. (JPM)
Stryker Corporation (SYK)
Chevron Corporation (CVX)
Starbucks Corporation (SBUX)

View all positions for Sittner & Nelson

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