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Capital Group Fixed Income E shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $943k 37k 25.40

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Capital Group Fixed Income E

McIlrath & Eck
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
WNY Asset Management
Lincoln National
Bridgewealth Advisory Group
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Souders Financial Advisors
New England Capital Financial Advisors
Jane Street
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company

View all funds holding Capital Group Fixed Income E