Capital Group Fixed Income E shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Capital Group Fixed Income E
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Quarterly reported holdings in Capital Group Fixed Income E by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $859k | 32k | 27.29 |
| 2025-06-30 | $844k | 32k | 26.69 |
| 2025-03-31 | $1.4M | 50k | 26.82 |
| 2024-12-31 | $755k | 28k | 26.92 |
| 2024-09-30 | $646k | 24k | 27.46 |
| 2024-06-30 | $119k | 4.4k | 27.17 |
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