Sunbelt Securities »

Capital Group Conservative E shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Conservative E by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 1.0k 30.49
2025-09-30 $30k 1.0k 30.11
2025-03-31 $27k 1.0k 27.12

More positions owned by Sunbelt Securities

Exxon Mobil Corp Stock (XOM)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Gold Trust Etf (IAU)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Palantir Technologies Inc Cl A Stock (PLTR)
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Bluerock Pvt Real Estate Cef (BPRE)

View all positions for Sunbelt Securities

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