Vest Gen Advisors, LLC CAPITAL GROUP CORE BALANCED Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025
Number of Shares
286,450
Previous 277,245 3.32%
Holding current value
$9.95 Billion
Previous $9.27 Billion 7.28%
% of portfolio
0.33%
Previous 0.37%

Shares

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

Nov 14, 2025
BUY
N/A
9,205 Added 3.32%
286,450 $9.95 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
13,572 Added 5.15%
277,245 $9.27 Billion
Q1 2025

May 13, 2025
BUY
N/A
263,673 New
263,673 $8.17 Billion
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