Question 1

How many shares of CGCV does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 339,871 shares of CGCV (CAPITAL GROUP CONSERVATIVE E).

Question 2

What is &PARTNERS's CGCV position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's CGCV position is worth $11.2M.

Question 3

Is &PARTNERS buying or selling CGCV?

Accepted Answer

In 2026-Q2, &PARTNERS increased their CGCV position (+9.6% change in shares).

Question 4

When did &PARTNERS first buy CGCV?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in CGCV in 2025-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	339,871	+9.6%	$11.2M	0.0%	$32.82	31
2026-Q1	Increased	310,027	+44.8%	$9.2M	0.0%	$31.49	37
2025-Q4	Increased	214,096	+1397.0%	$6.9M	0.0%	$30.67	44
2025-Q3	Increased	14,302	+27.1%	$436,229	0.0%	$29.80	30
2025-Q2	New	11,255	-	$321,893	0.0%	$28.22	33

CGCV5 quarters

CGCV
5 quarters