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Capital Group Conservative E shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of Capital Group Conservative E (CGCV) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in Capital Group Conservative E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Conservative E held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Conservative E by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.9M 214k 32.34
2025-09-30 $436k 14k 30.50
2025-06-30 $322k 11k 28.60

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Eli Lilly & Co. (LLY)

View all positions for Wiley Bros.-aintree Capital

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