Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
1,675,383
-
Share change
-
+1,041,069
-
Total reported value
-
$51,540,179
-
Price per share
-
$30.49
-
Number of holders
-
20
-
Value change
-
+$32,163,060
-
Number of buys
-
20
Institutional Holders of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,675,383 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, FINANCIAL MANAGEMENT NETWORK INC, Apollon Wealth Management, LLC, REGATTA CAPITAL GROUP, LLC, Bulwark Capital Corp, Hartmann Taylor Wealth Management, LLC, Brookstone Capital Management, CGN Advisors LLC, AdvisorNet Financial, Inc, and Main Line Retirement Advisors, LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.