J. Derek Lewis & Associates Inc. / CGCV
J. Derek Lewis & Associates Inc.’s Capital Group Conservative E Position
Does J. Derek Lewis & Associates Inc. own Capital Group Conservative E (CGCV)? Yes — 281.9K shares worth $8M (+1.89% of its 13F portfolio) as of Q1 2026.
Position Value
$8M
Q1 2026
Shares
281.9K
% of Portfolio
+1.89%
Quarters Held
1
currently held
Position History CGCV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 281.9K | $8M | +1.89% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J. Derek Lewis & Associates Inc.’s full portfolio or all institutional holders of CGCV.