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CGCVCGCV
7 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in CAPITAL GROUP CONSERVATIVE E

LPL Financial LLC holds 5.7M shares of CGCV (CAPITAL GROUP CONSERVATIVE E), worth $188.4M as of 2026-Q2. The position was increased (+23.0% shares). CGCV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$188.4M

Current Shares

5.7M

Total Value Change

+$185.8M

Total Shares Change

+5.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.7M
+23.0%
$188.4M0.0%$32.82
37
2026-Q1
Increased
4.7M
+18.3%
$139M0.0%$31.49
35
2025-Q4
Increased
3.9M
+53.9%
$120.2M0.0%$30.67
42
2025-Q3
Increased
2.6M
+88.3%
$77.1M0.0%$29.80
47
2025-Q2
Increased
1.4M
+251.8%
$38.9M0.0%$28.22
47
2025-Q1
Increased
386,835
+299.6%
$10.5M0.0%$26.60
45
2024-Q4
New
96,809
-
$2.6M0.0%$26.14
36

Other major holders of CGCV: Capital International Investors, RAYMOND JAMES FINANCIAL INC

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