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Capital Group Fixed Income E shares owned by Charter Capital Management

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Charter Capital Management from 13F filings

Historical chart of Charter Capital Management 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 Charter Capital Management 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 Charter Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 8.9k 27.38
2025-09-30 $243k 8.9k 27.29
2025-06-30 $237k 8.9k 26.69

More positions owned by Charter Capital Management

Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Us Bancorp Del Com New (USB)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
CSX Corporation (CSX)

View all positions for Charter Capital Management

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Commonwealth Equity Services
Mml Investors Services
Advisor Group Holdings
Stifel Financial
Cambridge Investment Research Advisors
Blue Chip Partners
Capital Group Private Client Services
Raymond James Financial

View all funds holding Capital Group Fixed Income E