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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

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Quarterly 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