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Capital Group Conservative E shares owned by Western Wealth Management

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

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

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

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Quarterly reported holdings in Capital Group Conservative E by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $664k 22k 30.49
2025-09-30 $396k 13k 30.11
2024-12-31 $390k 15k 26.54

More positions owned by Western Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYM)
Nvidia Corp Common Stock (NVDA)
Berkshire Hathaway Common Stock (BRK.B)
Capital Group MF Closed and MF Open (CGDV)
Microsoft Corp Common Stock (MSFT)
State Street MF Closed and MF Open (SPYG)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (SDVY)
Alphabet Common Stock (GOOGL)
Ishares S&p MF Closed and MF Open (IVW)
State Street MF Closed and MF Open (SPYV)

View all positions for Western Wealth Management

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