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Capital Group Fixed Income E shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $431k 16k 27.29
2025-06-30 $391k 15k 26.69
2025-03-31 $313k 12k 26.82

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Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
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Ishares Tr Core S&p500 Etf (IVV)
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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 Group Fixed Income E

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

View all funds holding Capital Group Fixed Income E