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CGCVCGCV
7 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CAPITAL GROUP CONSERVATIVE E

Steward Partners Investment Advisory, LLC holds 325,155 shares of CGCV (CAPITAL GROUP CONSERVATIVE E), worth $10.7M as of 2026-Q2. The position was increased (+43.3% shares). CGCV represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$10.7M

Current Shares

325,155

Total Value Change

+$10.7M

Total Shares Change

+324,655

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
325,155
+43.3%
$10.7M0.1%$32.82
37
2026-Q1
Increased
226,905
+5.0%
$6.8M0.0%$31.49
29
2025-Q4
Increased
216,128
+7.7%
$6.6M0.0%$30.67
29
2025-Q3
Increased
200,762
+2464.3%
$6M0.0%$29.80
44
2025-Q2
Increased
7,829
+1110.0%
$223,9090.0%$28.22
37
2025-Q1
Increased
647
+29.4%
$17,5430.0%$26.60
23
2024-Q4
New
500
-
$13,2700.0%$26.14
25

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

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