Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CGCVCGCV
5 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in CAPITAL GROUP CONSERVATIVE E

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 627,425 shares of CGCV (CAPITAL GROUP CONSERVATIVE E), worth $20.5M as of 2026-Q3. The position was decreased (-2.9% shares). CGCV represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$20.5M

Current Shares

627,425

Total Value Change

+$20.1M

Total Shares Change

+612,708

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
627,425
-2.9%
$20.5M0.0%$32.08
0
2026-Q2
Decreased
646,077
-22.3%
$21.4M0.0%$32.82
0
2026-Q1
Increased
831,115
+0.3%
$24.8M0.1%$29.70
29
2025-Q4
Increased
828,462
+5529.3%
$25.7M0.0%$30.24
46
2025-Q3
New
14,717
-
$446,2060.0%$29.73
33

Other major holders of CGCV: Capital International Investors, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used