Gerber Kawasaki Wealth & Investment Management Capital Group Core Plus Income Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.88 Billion
Q3 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 16,230 shares of CGCP stock, worth $367,609. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,230

Previous 16,107 0.76%

Holding current value

$367,609

Previous $362,000 1.66%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$22.27 - $22.95 $2,739 - $2,822	123 Added 0.76%	16,230 $368,000
Q2 2025 Aug 13, 2025	SELL	$21.92 - $22.56 $79,109 - $81,419	-3,609 Reduced 18.3%	16,107 $362,000
Q1 2025 May 14, 2025	SELL	$21.94 - $22.64 $366,398 - $378,088	-16,700 Reduced 45.86%	19,716 $442,000
Q4 2024 Feb 14, 2025	BUY	$22.13 - $23.17 $730 - $764	33 Added 0.09%	36,416 $808,000
Q3 2024 Nov 13, 2024	BUY	$22.12 - $23.31 $439,347 - $462,983	19,862 Added 120.22%	36,383 $841,000

Q2 2024 Aug 13, 2024	BUY	$21.83 - $22.48 $84,809 - $87,334	3,885 Added 30.75%	16,521 $367,000
Q1 2024 May 13, 2024	BUY	$22.27 - $22.91 $281,403 - $289,490	12,636 New	12,636 $283,000

Others Institutions Holding CGCP

# of Institutions

286

Shares Held

210M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Industry ETFs

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Gerber Kawasaki Wealth & Investment Management Capital Group Core Plus Income Transaction History