A detailed history of Element Wealth, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Element Wealth, LLC holds 54,658 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
54,658
Previous 50,022 9.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2025

BUY
N/A
4,636 Added 9.27%
54,658 $0
Q2 2025

Jul 23, 2025

BUY
N/A
7,791 Added 18.45%
50,022 $0
Q1 2025

Apr 29, 2025

BUY
N/A
11,029 Added 35.35%
42,231 $0
Q4 2024

Feb 03, 2025

BUY
N/A
31,202 New
31,202 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
Track This Portfolio

Track Element Wealth, LLC Portfolio

Follow Element Wealth, 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 Element Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Element Wealth, LLC with notifications on news.