Peterson Wealth Advisors, LLC Capital Group Core Plus Income Transaction History

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 17,476 shares of CGCP stock, worth $395,831. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,476
Previous 18,804 7.06%
Holding current value
$395,831
Previous $427,000 7.49%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jan 08, 2026
SELL
$22.64 - $22.98 $30,065 - $30,517
-1,328 Reduced 7.06%
17,476 $395,000
Q3 2025

Oct 09, 2025
SELL
$22.27 - $22.95 $690 - $711
-31 Reduced 0.16%
18,804 $427,000
Q2 2025

Jul 07, 2025
SELL
$21.92 - $22.56 $11,069 - $11,392
-505 Reduced 2.61%
18,835 $423,000
Q1 2025

Apr 30, 2025
BUY
$21.94 - $22.64 $4,124 - $4,256
188 Added 0.98%
19,340 $434,000
Q4 2024

Jan 17, 2025
BUY
$22.13 - $23.17 $423,833 - $443,751
19,152 New
19,152 $424,000

Others Institutions Holding CGCP

# of Institutions
287
Shares Held
210M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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