A detailed history of Cornerstone Wealth Management, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 12,546 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,546
Previous 11,329 10.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025

BUY
N/A
1,217 Added 10.74%
12,546 $0
Q2 2025

Aug 12, 2025

BUY
N/A
1,063 Added 10.35%
11,329 $0
Q1 2025

Apr 18, 2025

BUY
N/A
1,023 Added 11.07%
10,266 $0
Q4 2024

Jan 17, 2025

BUY
N/A
1,105 Added 13.58%
9,243 $0
Q3 2024

Oct 16, 2024

BUY
N/A
8,138 New
8,138 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.