Hartmann Taylor Wealth Management, LLC Capital Grp Core Plus Income E Transaction History

Hartmann Taylor Wealth Management, LLC

  • $148 Billion
  • Q4 2025

A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 112,265 shares of CGMS stock, worth $0. This represents 2.09% of its overall portfolio holdings.

Number of Shares
112,265
Previous 107,371 4.56%
Holding current value
$0
Previous $2.98 Billion 4.07%
% of portfolio
2.09%
Previous 2.14%

Shares

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

Jan 15, 2026
BUY
N/A
4,894 Added 4.56%
112,265 $3.1 Billion
Q3 2025

Oct 20, 2025
BUY
N/A
18,078 Added 20.25%
107,371 $2.98 Billion
Q2 2025

Jul 15, 2025
SELL
N/A
-48,245 Reduced 35.08%
89,293 $2.47 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
137,538 New
137,538 $3.75 Billion

Others Institutions Holding CGMS

# of Institutions
281
Shares Held
91M
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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