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Capital Group Fixed Income E shares owned by LongView Wealth Management

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

Historical chart of LongView 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 LongView 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 41k 25.98
2025-06-30 $678k 26k 25.94
2025-03-31 $1.4M 55k 25.81
2024-12-31 $1.4M 55k 25.64
2024-09-30 $683k 26k 25.91
2024-06-30 $416k 16k 25.41

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Home Depot (HD)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Genuine Parts Company (GPC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Intl Qualty (IQLT)
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Capital Group Core Balanced SHS (CGBL)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for LongView Wealth Management

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