Base Wealth Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Base Wealth Management LLC

  • $175 Billion
  • Q3 2025
Number of Shares
324,042
Previous 368,189 11.99%
Holding current value
$11.3 Billion
Previous $12.3 Billion 8.62%
% of portfolio
6.41%
Previous 7.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-44,147 Reduced 11.99%
324,042 $11.3 Billion
Q2 2025

Sep 19, 2025
BUY
N/A
5,818 Added 1.61%
368,189 $12.3 Billion
Q1 2025

Sep 19, 2025
BUY
N/A
362,371 New
362,371 $11.2 Billion
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