Fortress Wealth Management, Inc. Capital Group Core Plus Income Transaction History

Fortress Wealth Management, Inc.

  • $175 Million
  • Q2 2025

A detailed history of Fortress Wealth Management, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 44,486 shares of CGCP stock, worth $1.01 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
44,486
Previous 47,431 6.21%
Holding current value
$1.01 Million
Previous $1.06 Million 6.02%
% of portfolio
0.57%
Previous 0.65%

Shares

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

Jul 10, 2025
SELL
$21.92 - $22.56 $64,554 - $66,439
-2,945 Reduced 6.21%
44,486 $1 Million
Q1 2025

May 02, 2025
SELL
$21.94 - $22.64 $4.56 Million - $4.7 Million
-207,695 Reduced 81.41%
47,431 $1.06 Million
Q4 2024

Jan 22, 2025
SELL
$22.13 - $23.17 $4.98 Million - $5.22 Million
-225,156 Reduced 46.88%
255,126 $5.66 Million
Q3 2024

Oct 18, 2024
BUY
$22.12 - $23.31 $944,524 - $995,337
42,700 Added 9.76%
480,282 $11.1 Million
Q2 2024

Jul 16, 2024
SELL
$21.83 - $22.48 $24,733 - $25,469
-1,133 Reduced 0.26%
437,582 $9.72 Million
Q1 2024

Apr 19, 2024
BUY
$22.27 - $22.91 $14,453 - $14,868
649 Added 0.15%
438,715 $9.85 Million
Q4 2023

Feb 12, 2024
BUY
$21.01 - $22.93 $684,358 - $746,898
32,573 Added 8.03%
438,066 $9.94 Million
Q3 2023

Nov 14, 2023
BUY
$21.5 - $22.5 $861,053 - $901,102
40,049 Added 10.96%
405,493 $8.72 Million
Q2 2023

Jul 26, 2023
BUY
$22.26 - $22.95 $3.7 Million - $3.81 Million
166,160 Added 83.38%
365,444 $8.13 Million
Q1 2023

Apr 20, 2023
BUY
$22.02 - $23.09 $2.66 Million - $2.79 Million
120,637 Added 153.39%
199,284 $4.54 Million
Q4 2022

Jan 17, 2023
BUY
$21.49 - $22.83 $1.69 Million - $1.8 Million
78,647 New
78,647 $0

Others Institutions Holding CGCP

# of Institutions
271
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
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