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Capital Group Fixed Income E shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $900k 35k 25.98
2025-06-30 $857k 33k 25.94
2025-03-31 $835k 32k 25.81

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
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Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo Wealth Partners

Top funds holding Capital Group Fixed Income E

LPL Financial
Morgan Stanley
Capital Group Private Client Services
Cetera Investment Advisers
Commonwealth Equity Services
Merit Financial Group
Envestnet Asset Management
Advisor Group Holdings
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial
WNY Asset Management
Captrust Financial Advisors
Jones Financial Companies, L.L

View all funds holding Capital Group Fixed Income E