Capital Grp Fixed Incm Etf T shares owned by Beta Wealth
Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in Capital Grp Fixed Incm Etf T
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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 75k | 26.36 |
| 2025-06-30 | $2.3M | 89k | 26.08 |
| 2025-03-31 | $6.0M | 232k | 26.01 |
| 2024-12-31 | $6.0M | 232k | 25.97 |
| 2024-09-30 | $6.1M | 231k | 26.26 |
| 2024-06-30 | $4.8M | 188k | 25.75 |
| 2024-03-31 | $4.7M | 183k | 25.71 |