Financial Perspectives, Inc Capital Group Core Plus Income Transaction History

Financial Perspectives, Inc

$371 Billion
Q4 2025

A detailed history of Financial Perspectives, Inc transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Financial Perspectives, Inc holds 15,630 shares of CGCP stock, worth $354,019. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,630

Previous 11,094 40.89%

Holding current value

$354,019

Previous $252 Million 40.4%

% of portfolio

0.1%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$22.64 - $22.98 $102,695 - $104,237	4,536 Added 40.89%	15,630 $354 Million
Q3 2025 Oct 22, 2025	BUY	$22.27 - $22.95 $63,224 - $65,155	2,839 Added 34.39%	11,094 $252 Million
Q2 2025 Jul 29, 2025	BUY	$21.92 - $22.56 $17,514 - $18,025	799 Added 10.72%	8,255 $186 Million
Q1 2025 Apr 18, 2025	BUY	$21.94 - $22.64 $11,650 - $12,021	531 Added 7.67%	7,456 $167 Million
Q4 2024 Jan 31, 2025	BUY	$22.13 - $23.17 $29,964 - $31,372	1,354 Added 24.3%	6,925 $154 Million

Q1 2024 Apr 19, 2024	BUY	$22.27 - $22.91 $27,770 - $28,568	1,247 Added 28.84%	5,571 $125 Million
Q4 2023 Feb 01, 2024	BUY	$21.01 - $22.93 $46,158 - $50,377	2,197 Added 103.29%	4,324 $98.1 Million
Q3 2023 Jan 09, 2024	BUY	$21.5 - $22.5 $45,730 - $47,857	2,127 New	2,127 $45.7 Million

Others Institutions Holding CGCP

# of Institutions

297

Shares Held

206M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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Financial Perspectives, Inc Capital Group Core Plus Income Transaction History