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Capital Grp Fixed Incm Etf T shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGCB) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 84k 26.58
2025-06-30 $1.9M 73k 26.30
2025-03-31 $1.2M 45k 26.28
2024-12-31 $262k 10k 25.79

More positions owned by Evergreen Wealth Solutions

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Ciena Corp Com New (CIEN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Global Equity SHS (CGGE)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Evergreen Wealth Solutions

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
LPL Financial
Advance Capital Management
Morgan Stanley
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Raymond James Financial
Merit Financial Group
Advisor Group Holdings
Leverty Financial Group
Royal Bank of Canada
Wells Fargo & Company
Cambridge Investment Research Advisors
Sei Investments

View all funds holding Capital Grp Fixed Incm Etf T