A detailed history of Jones Financial Companies Lllp transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Jones Financial Companies Lllp holds 1,074,197 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,074,197
Previous 840,932 27.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2025

BUY
N/A
233,265 Added 27.74%
1,074,197 $0
Q2 2025

Aug 13, 2025

BUY
N/A
131,975 Added 18.62%
840,932 $0
Q1 2025

May 28, 2025

BUY
N/A
291,797 Added 69.95%
708,957 $0
Q1 2025

May 16, 2025

SELL
N/A
-11,225 Reduced 2.62%
417,160 $0
Q4 2024

Feb 05, 2025

BUY
N/A
206,240 Added 92.84%
428,385 $0
Q3 2024

Nov 12, 2024

BUY
N/A
154,080 Added 226.37%
222,145 $0
Q2 2024

Aug 14, 2024

BUY
N/A
62,542 Added 1132.39%
68,065 $0
Q1 2024

May 14, 2024

BUY
N/A
5,523 New
5,523 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
Track This Portfolio

Track Jones Financial Companies Lllp Portfolio

Follow Jones Financial Companies Lllp 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 Jones Financial Companies Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Jones Financial Companies Lllp with notifications on news.