Summit Global Investments CAPITAL GROUP CORE BALANCED Transaction History

Summit Global Investments

  • $1.7 Billion
  • Q2 2025
Number of Shares
13,015
Previous 11,818 10.13%
Holding current value
$435,000
Previous $366,000 18.85%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
N/A
1,197 Added 10.13%
13,015 $435,000
Q1 2025

Apr 07, 2025
BUY
N/A
1,886 Added 18.99%
11,818 $366,000
Q4 2024

Feb 11, 2025
BUY
N/A
3,188 Added 47.27%
9,932 $311,000
Q3 2024

Oct 31, 2024
BUY
N/A
6,744 New
6,744 $209,000
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