Wealthcare Advisory Partners LLC Capital Grp Core Plus Income E Transaction History

Wealthcare Advisory Partners LLC

$4.81 Billion
Q4 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 16,065 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,065

Previous 23,316 31.1%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	N/A	-7,251 Reduced 31.1%	16,065 $0
Q3 2025 Nov 07, 2025	BUY	N/A	432 Added 1.89%	23,316 $0
Q2 2025 Jul 22, 2025	BUY	N/A	978 Added 4.46%	22,884 $0
Q1 2025 Apr 14, 2025	BUY	N/A	85 Added 0.39%	21,906 $0
Q4 2024 Jan 15, 2025	BUY	N/A	252 Added 1.17%	21,821 $0

Q3 2024 Nov 04, 2024	BUY	N/A	1,156 Added 5.66%	21,569 $0
Q2 2024 Aug 09, 2024	SELL	N/A	-15 Reduced 0.07%	20,413 $0
Q1 2024 Apr 15, 2024	SELL	N/A	-27 Reduced 0.13%	20,428 $0
Q4 2023 Feb 06, 2024	BUY	N/A	649 Added 3.28%	20,455 $0
Q3 2023 Oct 12, 2023	BUY	N/A	11,731 Added 145.28%	19,806 $0
Q2 2023 Jul 17, 2023	SELL	N/A	-1,000 Reduced 11.02%	8,075 $0
Q1 2023 May 04, 2023	BUY	N/A	9,075 New	9,075 $0

Others Institutions Holding CGMS

# of Institutions

291

Shares Held

91.6M

Call Options Held

Put Options Held

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About CAPITAL GRP CORE PLUS INCOME E

Ticker CGMS

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Wealthcare Advisory Partners LLC Capital Grp Core Plus Income E Transaction History