Capital Group Fixed Income E shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group Fixed Income E by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 166k | 27.29 |
| 2025-06-30 | $4.2M | 156k | 26.69 |
| 2025-03-31 | $4.0M | 149k | 26.82 |
| 2024-12-31 | $3.9M | 145k | 26.92 |
| 2024-09-30 | $3.7M | 135k | 27.46 |
| 2024-06-30 | $3.3M | 124k | 26.85 |
| 2024-03-31 | $2.9M | 105k | 27.50 |
| 2023-12-31 | $2.8M | 103k | 27.08 |
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