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Capital Group Fixed Income E shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors 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 Perennial Investment Advisors 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $882k 34k 25.98
2025-06-30 $741k 29k 25.94
2025-03-31 $653k 25k 25.81

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment Advisors

Top funds holding Capital Group Fixed Income E

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

View all funds holding Capital Group Fixed Income E