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Capital Group Fixed Income E shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 94k 26.01
2025-09-30 $1.7M 65k 25.98
2025-06-30 $550k 21k 25.94
2025-03-31 $206k 8.0k 25.81

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View all positions for Pensionmark Financial Group

Top funds holding Capital Group Fixed Income E

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

View all funds holding Capital Group Fixed Income E