Capital Group Fixed Income E shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors 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 Peterson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital Group Fixed Income E by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $603k | 22k | 27.22 |
| 2025-06-30 | $293k | 11k | 26.69 |
| 2025-03-31 | $397k | 15k | 26.57 |
| 2024-12-31 | $393k | 15k | 26.96 |
| 2024-09-30 | $377k | 14k | 27.46 |
| 2024-06-30 | $352k | 13k | 26.85 |