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Capital Group Conservative E shares owned by Worthington Financial Partners

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

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

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All positions including Capital Group Conservative E held by Worthington 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 Worthington Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 54k 30.49

More positions owned by Worthington Financial Partners

Micron Technology (MU)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
First Tr Exchange-traded SHS (FVD)
Exxon Mobil Corporation (XOM)
Capital Group Equity Etf Tr Us Large Growt (CGGG)
Amphenol Corp Cl A (APH)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Monolithic Power Systems (MPWR)
Amazon (AMZN)
Capital Group Conservative E SHS (CGCV)

View all positions for Worthington 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
Jones Financial Companies, L.L
Wells Fargo & Company

View all funds holding Capital Group Conservative E