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Balboa Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Balboa Wealth Partners’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
Q2 		$565K Buy
25,356
+2,338
+10% +$52.3K 0.08% 217
2026
Q1 		$514K Buy
+23,018
New +$521K 0.09% 193
2025
Q3 		– Sell
-12,661
Closed -$285K – 415
2025
Q2 		$285K Buy
+12,661
New +$281K 0.06% 258

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Balboa Wealth Partners's CGCP Position: Q2 2026 in Review

Balboa Wealth Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 10% in Q2 2026, buying an estimated $52.3K and bringing the position to 25,356 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #217.

Balboa Wealth Partners first reported a position in CGCP in Q2 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Balboa Wealth Partners held 25,356 shares of Capital Group Core Plus Income ETF worth $565K as of Q2 2026.
  • Balboa Wealth Partners bought 2,338 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $52.3K.
  • Capital Group Core Plus Income ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Balboa Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.