Gateway Wealth Partners, LLC CAPITAL GROUP CORE BALANCED Transaction History

Gateway Wealth Partners, LLC

  • $741 Billion
  • Q3 2025
Number of Shares
33,732
Previous 24,810 35.96%
Holding current value
$1.17 Billion
Previous $830 Million 41.17%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 05, 2025
BUY
N/A
8,922 Added 35.96%
33,732 $1.17 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
5,488 Added 28.4%
24,810 $830 Million
Q1 2025

Apr 30, 2025
BUY
N/A
3,369 Added 21.12%
19,322 $599 Million
Q4 2024

Jan 22, 2025
BUY
N/A
7,772 Added 95.0%
15,953 $499 Million
Q3 2024

Oct 24, 2024
BUY
N/A
8,181 New
8,181 $254 Million
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