Challenger Wealth Management CAPITAL GROUP CORE BALANCED Transaction History

Challenger Wealth Management

  • $128 Billion
  • Q3 2025
Number of Shares
116,992
Previous 109,258 7.08%
Holding current value
$4.06 Billion
Previous $3.65 Billion 11.18%
% of portfolio
3.18%
Previous 2.53%

Shares

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

Nov 14, 2025
BUY
N/A
7,734 Added 7.08%
116,992 $4.06 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-7,068 Reduced 6.08%
109,258 $3.65 Billion
Q1 2025

May 15, 2025
BUY
N/A
13,975 Added 13.65%
116,326 $3.6 Billion
Q4 2024

Feb 21, 2025
BUY
N/A
102,351 New
102,351 $3.2 Billion
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