Number of Shares
133,144.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
3.31%
Total Estimate Gain
$15,851.56
% of Total Estimate Gain
0.43%

Turning Point Benefit Group, Inc.'s Capital Group U.S. Multi-Sector Income Holding Summary

As of 2025-03-31, Turning Point Benefit Group, Inc. held 133,144.00 shares of Capital Group U.S. Multi-Sector Income(CGMS), totaling $3.54 Mil. This investment constitutes 3.31% of their stock portfolio, and Turning Point Benefit Group, Inc. now holds 0.18% of the outstanding Capital Group U.S. Multi-Sector Income(CGMS) stock.

The initial trade took place in 2024Q4. And since then Turning Point Benefit Group, Inc. has made 1 purchases of CGMS, at an average price of $27.49, for a total of 133,144.00 shares. Based on historical transaction data and CGMS's current price of $27.61, Turning Point Benefit Group, Inc.'s estimated gain on his CGMS holdings is $15,851.56, reflecting a 0.43% gain to date.

Turning Point Benefit Group, Inc. CGMS ($27.61) Holding Chart

Turning Point Benefit Group, Inc. CGMS ($27.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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