Confluence Wealth Services, Inc. Capital Grp Core Plus Income E Transaction History

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 39,250 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,250
Previous 38,086 3.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2025
BUY
N/A
1,164 Added 3.06%
39,250 $0
Q2 2025

Jul 22, 2025
BUY
N/A
236 Added 0.62%
38,086 $0
Q1 2025

Apr 24, 2025
BUY
N/A
37,850 New
37,850 $0

Others Institutions Holding CGSD

# of Institutions
158
Shares Held
43.9M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGSD Quotes by TradingView
  • Ticker CGSD
More about CGSD
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email