Beam Wealth Advisors, Inc. Capital Group Core Plus Income Transaction History

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,656 shares of CGCP stock, worth $264,008. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,656
Previous 12,634 7.74%
Holding current value
$264,008
Previous $284,000 7.04%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 04, 2025
SELL
$22.27 - $22.95 $21,780 - $22,445
-978 Reduced 7.74%
11,656 $264,000
Q2 2025

Aug 04, 2025
BUY
$21.92 - $22.56 $276,937 - $285,023
12,634 New
12,634 $284,000
Q4 2024

Feb 06, 2025
BUY
$22.13 - $23.17 $255,114 - $267,103
11,528 New
11,528 $255,000

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
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