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CGCVCGCV
4 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 646,077 shares of CGCV (CAPITAL GROUP CONSERVATIVE E), worth $21.4M as of 2026-Q2. The position was decreased (-22.3% shares). CGCV represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$21.4M

Current Shares

646,077

Total Value Change

+$20.9M

Total Shares Change

+631,360

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
646,077
-22.3%
$21.4M0.0%$32.82
0
2026-Q1
Increased
831,115
+0.3%
$24.8M0.1%$31.49
29
2025-Q4
Increased
828,462
+5529.3%
$25.7M0.0%$30.67
46
2025-Q3
New
14,717
-
$446,2060.0%$29.80
33

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

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