A detailed history of Valmark Advisers, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Valmark Advisers, Inc. holds 71,326 shares of CGMU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71,326
Previous 59,694 19.49%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 23, 2026

BUY
N/A
11,632 Added 19.49%
71,326 $0
Q3 2025

Oct 23, 2025

BUY
N/A
9,477 Added 18.87%
59,694 $0
Q2 2025

Jul 23, 2025

BUY
N/A
4,373 Added 9.54%
50,217 $0
Q1 2025

Apr 22, 2025

BUY
N/A
6,318 Added 15.98%
45,844 $0
Q4 2024

Jan 30, 2025

BUY
N/A
39,526 New
39,526 $0
Q2 2024

Jul 31, 2024

BUY
N/A
8,600 New
8,600 $0

Others Institutions Holding CGMU

About CAPITAL GROUP CORE PLUS INCOME


  • Ticker CGMU
More about CGMU
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.