Modern Wealth Management »

Capital Group Fixed Income E shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 131k 27.29
2025-06-30 $2.3M 85k 26.69
2025-03-31 $704k 26k 26.82
2024-12-31 $253k 9.4k 26.92