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Capital Group Conservative E shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 201k 30.11
2025-06-30 $224k 7.8k 28.60
2025-03-31 $18k 647 27.11
2024-12-31 $13k 500 26.54