Diversify Wealth Management, LLC Capital Group Core Plus Income Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 797,120 shares of CGCP stock, worth $18.1 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
797,120
Previous 751,401 6.08%
Holding current value
$18.1 Million
Previous $16.9 Billion 6.7%
% of portfolio
1.04%
Previous 1.05%

Shares

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

Nov 10, 2025
BUY
$22.27 - $22.95 $1.02 Million - $1.05 Million
45,719 Added 6.08%
797,120 $18.1 Billion
Q2 2025

Aug 14, 2025
BUY
$21.92 - $22.56 $1.6 Million - $1.64 Million
72,879 Added 10.74%
751,401 $16.9 Billion
Q1 2025

Apr 30, 2025
BUY
$21.94 - $22.64 $461,442 - $476,164
21,032 Added 3.2%
678,522 $15.2 Billion
Q4 2024

Jan 16, 2025
BUY
$22.13 - $23.17 $4.87 Million - $5.1 Million
220,003 Added 50.29%
657,490 $14.5 Billion
Q3 2024

Oct 25, 2024
BUY
$22.12 - $23.31 $9.68 Million - $10.2 Million
437,487 New
437,487 $9.88 Billion

Others Institutions Holding CGCP

# of Institutions
286
Shares Held
210M
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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