Capital Group Fixed Income E shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Capital Group Fixed Income E
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Quarterly reported holdings in Capital Group Fixed Income E by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 185k | 25.98 |
| 2025-06-30 | $4.4M | 169k | 25.93 |
| 2025-03-31 | $4.5M | 173k | 25.81 |
| 2024-12-31 | $4.4M | 172k | 25.64 |
| 2024-09-30 | $4.4M | 168k | 25.91 |
| 2024-06-30 | $2.5M | 98k | 25.41 |
| 2024-03-31 | $2.4M | 96k | 25.40 |
| 2023-12-31 | $2.4M | 96k | 25.45 |
| 2023-06-30 | $1.2M | 48k | 25.11 |
| 2023-03-31 | $375k | 15k | 25.52 |
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