Troutman Wealth Management »

Capital Group Conservative E shares owned by Troutman Wealth Management

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Troutman Wealth Management from 13F filings

Historical chart of Troutman Wealth Management investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Troutman Wealth Management 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 Troutman Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 247k 29.81

More positions owned by Troutman Wealth Management

Capital Grp Fixed Incm Etf T Comm (CGCP)
Vanguard Bd Index Fds Comm (BND)
Vanguard Whitehall Fds Comm (VYMI)
Capital Group Intl Focus Eqt Comm (CGXU)
Capital Group Growth Etf Comm (CGGR)
Capital Group Conservative E Comm (CGCV)
Capital Grp Fixed Incm Etf T Comm (CGMS)
Spdr Series Trust Comm (SPTS)
Vanguard Index Fds Comm (VTV)
J P Morgan Exchange Traded F Comm (JEPI)
Vanguard Index Fds Comm (VUG)
Vanguard Bd Index Fds Comm (BLV)
First Tr Exchange-traded A Comm (FYX)
American Centy Etf Tr Comm (AVUV)
First Tr Exchange-traded Comm (FVD)

View all positions for Troutman Wealth Management

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
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Stifel Financial
Tribridge Partners Financial
Commonwealth Equity Services
Wells Fargo & Company
Citadel Advisors
Envision Financial Planning
Atlantic Trust
Souders Financial Advisors

View all funds holding Capital Group Conservative E