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Capital Group Fixed Income E shares owned by Trinity Wealth Management

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

Historical chart of Trinity 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 Trinity Wealth Management 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 138k 27.38
2025-09-30 $3.7M 136k 27.29
2025-06-30 $3.4M 128k 26.69

More positions owned by Trinity Wealth Management

Spdr Series Trust State Street Spd (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Msci Usa Min Vol (USMV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core Msci Total (IXUS)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Spdr Series Trust State Street Spd (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Trinity Wealth Management

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
Cetera Investment Advisers
UBS Group
Commonwealth Equity Services
Mml Investors Services
Jones Financial Companies, L.L
Advisor Group Holdings
Stifel Financial
Raymond James Financial
Cambridge Investment Research Advisors
Blue Chip Partners

View all funds holding Capital Group Fixed Income E