A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 213,341 shares of CGCP stock, worth $4.76 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
213,341
Previous 149,570 42.64%
Holding current value
$4.76 Million
Previous $3.32 Billion 48.41%
% of portfolio
2.47%
Previous 1.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$22.12 - $23.31 $1.41 Million - $1.49 Million
63,771 Added 42.64%
213,341 $4.93 Billion
Q2 2024

Jul 16, 2024

BUY
$21.83 - $22.48 $11,722 - $12,071
537 Added 0.36%
149,570 $3.32 Billion
Q1 2024

Apr 30, 2024

BUY
$22.27 - $22.91 $757,892 - $779,673
34,032 Added 29.59%
149,033 $3.35 Billion
Q4 2023

Jan 24, 2024

BUY
$21.01 - $22.93 $1.9 Million - $2.07 Million
90,363 Added 366.76%
115,001 $2.61 Billion
Q3 2023

Oct 20, 2023

BUY
$21.5 - $22.5 $52,761 - $55,215
2,454 Added 11.06%
24,638 $530 Million
Q2 2023

Jul 25, 2023

BUY
$22.26 - $22.95 $76,975 - $79,361
3,458 Added 18.47%
22,184 $494 Million
Q1 2023

May 15, 2023

BUY
$22.02 - $23.09 $10,745 - $11,267
488 Added 2.68%
18,726 $427 Million
Q4 2022

Feb 09, 2023

BUY
$21.49 - $22.83 $391,934 - $416,373
18,238 New
18,238 $406 Million

Others Institutions Holding CGCP

About CAPITAL GROUP CORE PLUS INCOME


  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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