Base Wealth Management LLC CAPITAL GROUP CORE BALANCED Transaction History

Base Wealth Management LLC

  • $186 Billion
  • Q4 2025
Number of Shares
340,480
Previous 324,042 5.07%
Holding current value
$12 Billion
Previous $11.3 Billion 6.92%
% of portfolio
6.47%
Previous 6.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
N/A
16,438 Added 5.07%
340,480 $12 Billion
Q3 2025

Oct 20, 2025
SELL
N/A
-44,147 Reduced 11.99%
324,042 $11.3 Billion
Q2 2025

Sep 19, 2025
BUY
N/A
5,818 Added 1.61%
368,189 $12.3 Billion
Q1 2025

Sep 19, 2025
BUY
N/A
362,371 New
362,371 $11.2 Billion
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