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Capital Group Fixed Income E shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment 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 Synergy Investment 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $75k 2.9k 25.79
2025-03-31 $75k 2.9k 25.81

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Capital Group Fixed Income E

Morgan Stanley
LPL Financial
Cetera Investment Advisers
Capital Group Private Client Services
Commonwealth Equity Services
Wells Fargo & Company
Merit Financial Group
Envestnet Asset Management
Jones Financial Companies, L.L
Benjamin Edwards
Royal Bank of Canada
Wood Tarver Financial Group
Kestra Private Wealth Services
Raymond James Financial
UBS Group

View all funds holding Capital Group Fixed Income E