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Capital Group Fixed Income E shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth 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 Lakeridge Wealth 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $296k 11k 27.15

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Sherwin-Williams Company (SHW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
International Business Machines (IBM)

View all positions for Lakeridge Wealth 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
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