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Capital Group Fixed Income E shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates 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 J. Derek Lewis & Associates 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 J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $21M 749k 27.38

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Growe Shs Etf (CGDG)
Apple (AAPL)
Tesla Motors (TSLA)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Microsoft Corporation (MSFT)

View all positions for J. Derek Lewis & Associates

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
Jones Financial Companies, L.L
Advisor Group Holdings
Stifel Financial
Raymond James Financial
Cambridge Investment Research Advisors
Blue Chip Partners

View all funds holding Capital Group Fixed Income E