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

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 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 19,716 shares of CGCP stock, worth $442,821. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,716
Previous 36,416 45.86%
Holding current value
$442,821
Previous $808,000 45.3%
% of portfolio
0.02%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
256
Shares Held
165M
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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