National Wealth Management Group, LLC Capital Group Core Plus Income Transaction History

National Wealth Management Group, LLC

$265 Billion
Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,743 shares of CGCP stock, worth $220,678. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,743

Previous 9,743 -0.0%

Holding current value

$220,678

Previous $219 Million 0.98%

% of portfolio

0.08%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 25, 2025	SELL	$21.92 - $22.56 $19,464 - $20,033	-888 Reduced 8.35%	9,743 $219 Million
Q1 2025 May 15, 2025	SELL	$21.94 - $22.64 $2,194 - $2,264	-100 Reduced 0.93%	10,631 $239 Million
Q4 2024 Feb 12, 2025	BUY	$22.13 - $23.17 $2,213 - $2,317	100 Added 0.94%	10,731 $238 Million
Q2 2024 Aug 09, 2024	SELL	$21.83 - $22.48 $4,911 - $5,058	-225 Reduced 2.07%	10,631 $236 Million
Q1 2024 May 17, 2024	BUY	$22.27 - $22.91 $39,751 - $40,894	1,785 Added 19.68%	10,856 $244 Million

Q4 2023 Feb 01, 2024	BUY	$21.01 - $22.93 $190,581 - $207,998	9,071 New	9,071 $206 Million
Q1 2023 May 15, 2023	BUY	$22.02 - $23.09 $197,101 - $206,678	8,951 New	8,951 $204 Million
Q4 2022 Nov 17, 2023	BUY	$21.49 - $22.83 $238,388 - $253,253	11,093 New	11,093 $247 Million

Others Institutions Holding CGCP

# of Institutions

287

Shares Held

209M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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National Wealth Management Group, LLC Capital Group Core Plus Income Transaction History