Capital Grp Fixed Incm Etf T shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Capital Grp Fixed Incm Etf T
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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 48k | 26.36 |
| 2025-06-30 | $1.1M | 42k | 26.08 |
| 2025-03-31 | $1.0M | 40k | 25.81 |
| 2024-12-31 | $1.1M | 40k | 26.03 |
| 2024-09-30 | $598k | 23k | 26.26 |
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