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Capital Group Conservative E shares owned by Tribridge Partners Financial

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

Historical chart of Tribridge Partners Financial investment in Capital Group Conservative E

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

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Quarterly reported holdings in Capital Group Conservative E by Tribridge Partners Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $23M 758k 30.49
2025-09-30 $21M 694k 30.20
2025-06-30 $16M 543k 28.60

More positions owned by Tribridge Partners Financial

Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Conservative E SHS (CGCV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Tribridge Partners Financial

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
Wealth Enhancement Advisory Services
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Cetera Investment Advisers
D. J. St. Germain
Carson Advisory
Mml Investors Services
Confluence Wealth Services
Jones Financial Companies, L.L

View all funds holding Capital Group Conservative E