Long View Wealth Management CAPITAL GROUP GLOBAL EQUITY Transaction History

Long View Wealth Management

  • $414 Billion
  • Q4 2025
Number of Shares
121,730
Previous 100,930 20.61%
Holding current value
$3.99 Billion
Previous $3.11 Billion 28.48%
% of portfolio
0.96%
Previous 0.84%

Shares

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

Jan 13, 2026
BUY
N/A
20,800 Added 20.61%
121,730 $3.99 Billion
Q3 2025

Oct 14, 2025
BUY
N/A
43,905 Added 76.99%
100,930 $3.11 Billion
Q2 2025

Jul 11, 2025
BUY
N/A
35,513 Added 165.08%
57,025 $1.66 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
21,512 New
21,512 $556 Million
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