Blue Stem Wealth Partners, LLC Capital Grp Core Plus Income E Transaction History

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 837,432 shares of CGMS stock, worth $0. This represents 2.66% of its overall portfolio holdings.

Number of Shares
837,432
Previous 747,841 11.98%
Holding current value
$0
Previous $20.7 Billion 12.51%
% of portfolio
2.66%
Previous 2.54%

Shares

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

Nov 12, 2025
BUY
N/A
89,591 Added 11.98%
837,432 $23.2 Billion
Q2 2025

Aug 12, 2025
BUY
N/A
42,691 Added 6.05%
747,841 $20.7 Billion
Q1 2025

May 07, 2025
BUY
N/A
705,150 New
705,150 $19.3 Billion

Others Institutions Holding CGMS

# of Institutions
278
Shares Held
89.5M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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