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Capital Group Fixed Income E shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $393k 15k 25.91
2024-06-30 $375k 15k 25.41
2024-03-31 $282k 11k 25.40

More positions owned by Trilogy Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Thor Finl Technologies Tr Low Volatility (THLV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for Trilogy Capital

Top funds holding Capital Group Fixed Income E

International Assets Investment Management
Capital Group Private Client Services
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
Cetera Investment Advisers
WNY Asset Management
Bridgewealth Advisory Group
Envestnet Asset Management
Royal Bank of Canada
Morgan Stanley
Raymond James Financial Services Advisors
Beta Wealth
Souders Financial Advisors
Great Valley Advisor Group

View all funds holding Capital Group Fixed Income E