Core Wealth Partners LLC Capital Group Core Plus Income Transaction History

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025

A detailed history of Core Wealth Partners LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Core Wealth Partners LLC holds 230,007 shares of CGCP stock, worth $5.26 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
230,007
Previous 145,191 58.42%
Holding current value
$5.26 Million
Previous $3.26 Billion 58.77%
% of portfolio
2.63%
Previous 1.9%

Shares

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

Aug 11, 2025
BUY
$21.92 - $22.56 $1.86 Million - $1.91 Million
84,816 Added 58.42%
230,007 $5.18 Billion
Q1 2025

May 12, 2025
SELL
$21.94 - $22.64 $2.19 Million - $2.26 Million
-99,974 Reduced 40.78%
145,191 $3.26 Billion
Q4 2024

Feb 11, 2025
BUY
$22.13 - $23.17 $951,302 - $996,008
42,987 Added 21.26%
245,165 $5.44 Billion
Q3 2024

Nov 04, 2024
BUY
$22.12 - $23.31 $3.4 Million - $3.59 Million
153,859 Added 318.42%
202,178 $4.67 Billion
Q2 2024

Aug 13, 2024
BUY
$21.83 - $22.48 $624,752 - $643,355
28,619 Added 145.27%
48,319 $1.07 Billion
Q1 2024

Apr 19, 2024
BUY
$22.27 - $22.91 $438,719 - $451,327
19,700 New
19,700 $442 Million

Others Institutions Holding CGCP

# of Institutions
272
Shares Held
184M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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