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Capital Group Conservative E shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group Conservative E by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5k 150 30.11
2025-06-30 $4.3k 150 28.60
2025-03-31 $4.1k 150 27.12

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NVIDIA Corporation (NVDA)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for SRS Capital Advisors

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