Financial Perspectives, Inc Capital Grp Core Plus Income E Transaction History

Financial Perspectives, Inc

  • $371 Billion
  • Q4 2025

A detailed history of Financial Perspectives, Inc transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,462 shares of CGMS stock, worth $0. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,462
Previous 4,498 43.66%
Holding current value
$0
Previous $125 Million 43.0%
% of portfolio
0.05%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
N/A
1,964 Added 43.66%
6,462 $178 Million
Q3 2025

Oct 22, 2025
BUY
N/A
2,645 Added 142.74%
4,498 $125 Million
Q2 2025

Jul 29, 2025
BUY
N/A
692 Added 59.6%
1,853 $51.2 Million
Q1 2025

Apr 18, 2025
BUY
N/A
15 Added 1.31%
1,161 $31.7 Million
Q4 2024

Jan 31, 2025
BUY
N/A
226 Added 24.57%
1,146 $31.3 Million
Q3 2024

Oct 17, 2024
BUY
N/A
920 New
920 $25.6 Million

Others Institutions Holding CGMS

# of Institutions
292
Shares Held
93.2M
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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