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Capital Group Fixed Income E shares owned by Spire Wealth Management

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

Historical chart of Spire 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 Spire 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 Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $130k 5.0k 25.98
2025-06-30 $129k 5.0k 25.94
2025-03-31 $127k 4.9k 25.81
2024-12-31 $124k 4.8k 25.64

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Vanguard World Inf Tech Etf (VGT)
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Meta Platforms Cl A (META)
Spdr S P 500 Etf Tr Tr Unit (SPY)
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Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
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Costco Wholesale Corporation (COST)

View all positions for Spire 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