AssetMark Inc’s Capital Group Core Plus Income ETF CGCP Stock Holding History

AssetMark Inc’s Portfolio CGCP Stock Details CGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.38M	Buy	254,002 +61,883	+32%	+$1.36M	0.01%	727
2026 Q2	$4.28M	Buy	192,119 +75,961	+65%	+$1.7M	0.01%	773
2026 Q1	$2.59M	Buy	116,158 +27,845	+32%	+$631K	0.01%	821
2025 Q4	$2M	Buy	88,313 +44,238	+100%	+$1.01M	﹤0.01%	854
2025 Q3	$1M	Buy	44,075 +34,238	+348%	+$774K	﹤0.01%	971
2025 Q2	$221K	Buy	+9,837	New	+$219K	﹤0.01%	1195

Other funds holding CGCP

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

AssetMark Inc's CGCP Position: Q3 2026 in Review

AssetMark Inc increased its Capital Group Core Plus Income ETF (CGCP) stake by 32% in Q3 2026, buying an estimated $1.36M and bringing the position to 254,002 shares worth $5.38M. The position accounts for 0.01% of the portfolio, ranked #727.

AssetMark Inc first reported a position in CGCP in Q2 2025 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

AssetMark Inc held 254,002 shares of Capital Group Core Plus Income ETF worth $5.38M as of Q3 2026.
AssetMark Inc bought 61,883 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $1.36M.
Capital Group Core Plus Income ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #727 holding.
AssetMark Inc first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.