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Bartlett & Co Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bartlett & Co Wealth Management’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
Q1 		– Sell
-137
Closed -$3.1K – 1292
2025
Q4 		$3.1K Buy
+137
New +$3.12K ﹤0.01% 1083

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bartlett & Co Wealth Management's CGCP Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 137 shares — an estimated $3.1K sold.

Bartlett & Co Wealth Management first reported a position in CGCP in Q4 2025 and held it in 1 quarter. The position peaked at $3.1K in Q4 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 137 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $3.1K.
  • Bartlett & Co Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Capital Group Core Plus Income ETF position peaked at $3.1K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.