Legacy Private Trust »

Capital Group Fixed Income E shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Fixed Income E by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 91k 27.38

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

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
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
Raymond James Financial

View all funds holding Capital Group Fixed Income E