Bernardo Wealth Planning LLC Capital Group Core Plus Income Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,058,461 shares of CGCP stock, worth $24.2 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares
1,058,461
Previous 1,163,193 9.0%
Holding current value
$24.2 Million
Previous $26.1 Million 8.8%
% of portfolio
5.17%
Previous 6.25%

Shares

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

Aug 13, 2025
SELL
$21.92 - $22.56 $2.3 Million - $2.36 Million
-104,732 Reduced 9.0%
1,058,461 $23.8 Million
Q1 2025

Apr 22, 2025
BUY
$21.94 - $22.64 $509,534 - $525,791
23,224 Added 2.04%
1,163,193 $26.1 Million
Q4 2024

Jan 16, 2025
BUY
$22.13 - $23.17 $1.97 Million - $2.06 Million
88,945 Added 8.46%
1,139,969 $25.3 Million
Q3 2024

Oct 18, 2024
BUY
$22.12 - $23.31 $2.11 Million - $2.22 Million
95,286 Added 9.97%
1,051,024 $24 Million
Q2 2024

Jul 10, 2024
BUY
$21.83 - $22.48 $3.61 Million - $3.72 Million
165,588 Added 20.96%
955,738 $21.2 Million
Q1 2024

May 07, 2024
BUY
$22.27 - $22.91 $2.29 Million - $2.35 Million
102,697 Added 14.94%
790,150 $17.7 Million
Q4 2023

Jan 25, 2024
BUY
$21.01 - $22.93 $2.28 Million - $2.49 Million
108,390 Added 18.72%
687,453 $15.6 Million
Q3 2023

Oct 30, 2023
BUY
$21.5 - $22.5 $1.61 Million - $1.68 Million
74,851 Added 14.85%
579,063 $12.4 Million
Q2 2023

Jul 21, 2023
BUY
$22.26 - $22.95 $11.2 Million - $11.6 Million
504,212 New
504,212 $11.2 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
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email