CAPITAL GROUP CONSERVATIVE E - SHS (CGCV)

CUSIP: 14020U100

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / SHS
Total 13F shares
10,342,017
Share change
+2,332,559
Total reported value
$295,881,378
Price per share
$28.60
Number of holders
83
Value change
+$66,983,410
Number of buys
64
Number of sells
19

Quarterly Holders Quick Answers

What is CUSIP 14020U100?
CUSIP 14020U100 identifies CGCV - CAPITAL GROUP CONSERVATIVE E - SHS in SEC institutional holdings data.

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Institutional Holders of CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) as of Q2 2025

As of 30 Jun 2025, CAPITAL GROUP CONSERVATIVE E - SHS (CGCV) was held by 83 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 10,342,017 shares. The largest 10 holders included Capital Group Private Client Services, Inc., RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Tribridge Partners Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, ST GERMAIN D J CO INC, Atria Wealth Solutions, Inc., Evernest Financial Advisors, LLC, and Cetera Investment Advisers. This page lists 83 institutional shareholders reporting positions in this security for the Q2 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.