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Capital Group Fixed Income E shares owned by Pines Wealth Management

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

Historical chart of Pines 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 Pines 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 Pines Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $783k 30k 25.98
2025-06-30 $770k 30k 25.87
2025-03-31 $662k 26k 25.77
2024-12-31 $675k 26k 25.59

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
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Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Pines 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