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Capital Group Conservative E shares owned by Triune Financial Partners

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $283k 9.1k 31.09
2025-09-30 $272k 9.0k 30.11
2025-06-30 $258k 9.0k 28.60

More positions owned by Triune Financial Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust World Equity Etf (DFAW)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust International (DFSI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Emerging Markets (DFSE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Triune Financial Partners

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