Concurrent Investment Advisors, LLC Capital Group Core Plus Income Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 290,552 shares of CGCP stock, worth $6.64 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

290,552

Previous 382,594 24.06%

Holding current value

$6.64 Million

Previous $8.61 Billion 23.31%

% of portfolio

0.11%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$22.27 - $22.95 $2.05 Million - $2.11 Million	-92,042 Reduced 24.06%	290,552 $6.6 Billion
Q2 2025 Jul 25, 2025	BUY	$21.92 - $22.56 $492,191 - $506,562	22,454 Added 6.23%	382,594 $8.61 Billion
Q1 2025 Apr 29, 2025	BUY	$21.94 - $22.64 $399,286 - $412,025	18,199 Added 5.32%	360,140 $8.09 Billion
Q4 2024 Feb 03, 2025	BUY	$22.13 - $23.17 $261,820 - $274,124	11,831 Added 3.58%	341,941 $7.59 Billion
Q3 2024 Oct 30, 2024	BUY	$22.12 - $23.31 $495,288 - $521,934	22,391 Added 7.28%	330,110 $7.63 Billion
Q2 2024 Jul 30, 2024	BUY	$21.83 - $22.48 $2.47 Million - $2.55 Million	113,279 Added 58.26%	307,719 $6.84 Billion
Q1 2024 May 07, 2024	BUY	$22.27 - $22.91 $4.33 Million - $4.45 Million	194,440 New	194,440 $4.37 Billion

Others Institutions Holding CGCP

# of Institutions

271

Shares Held

187M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Concurrent Investment Advisors, LLC Capital Group Core Plus Income Transaction History