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

Trinity Wealth Management, LLC

  • $255 Million
  • Q3 2025

A detailed history of Trinity Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 60,150 shares of CGCP stock, worth $1.36 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
60,150
Previous 55,056 9.25%
Holding current value
$1.36 Million
Previous $1.24 Million 10.34%
% of portfolio
0.54%
Previous 0.5%

Shares

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

Oct 07, 2025
BUY
$22.27 - $22.95 $113,443 - $116,907
5,094 Added 9.25%
60,150 $1.37 Million
Q2 2025

Jul 11, 2025
BUY
$21.92 - $22.56 $654,070 - $673,167
29,839 Added 118.33%
55,056 $1.24 Million
Q1 2025

Apr 10, 2025
BUY
$21.94 - $22.64 $161,522 - $166,675
7,362 Added 41.23%
25,217 $564,000
Q4 2024

Jan 23, 2025
BUY
$22.13 - $23.17 $86,484 - $90,548
3,908 Added 28.02%
17,855 $396,000
Q3 2024

Oct 18, 2024
BUY
$22.12 - $23.31 $308,507 - $325,104
13,947 New
13,947 $322,000

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
Track This Portfolio

Track Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email