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 25,796 shares of CGMU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,796
Previous 22,157 16.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026
BUY
N/A
3,639 Added 16.42%
25,796 $0
Q3 2025

Oct 09, 2025
BUY
N/A
11,162 Added 101.52%
22,157 $0
Q2 2025

Jul 07, 2025
SELL
N/A
-3,961 Reduced 26.48%
10,995 $0
Q1 2025

Apr 30, 2025
BUY
N/A
363 Added 2.49%
14,956 $0
Q4 2024

Jan 17, 2025
BUY
N/A
867 Added 6.32%
14,593 $0
Q3 2024

Oct 24, 2024
BUY
N/A
620 Added 4.73%
13,726 $0
Q2 2024

Jul 18, 2024
BUY
N/A
13,106 New
13,106 $0

Others Institutions Holding CGMU

# of Institutions
265
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGMU Quotes by TradingView
  • Ticker CGMU
More about CGMU
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