Beam Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Beam Wealth Advisors’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	$271K	Buy	12,179 +45	+0.4%	+$1.01K	0.06%	111
2026 Q1	$272K	Hold	12,134	–	–	0.07%	105
2025 Q4	$275K	Buy	12,134 +478	+4%	+$10.9K	0.08%	104
2025 Q3	$265K	Sell	11,656 -978	-8%	-$22.1K	0.07%	108
2025 Q2	$284K	Buy	+12,634	New	+$281K	0.08%	104
2025 Q1	–	Sell	-11,528	Closed	-$256K	–	103
2024 Q4	$256K	Buy	+11,528	New	+$260K	0.08%	102

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Beam Wealth Advisors's CGCP Position: Q2 2026 in Review

Beam Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.37% in Q2 2026, buying an estimated $1.01K and bringing the position to 12,179 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #111.

Beam Wealth Advisors first reported a position in CGCP in Q4 2024 and has held it in 6 quarters since. The position peaked at $284K in Q2 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Beam Wealth Advisors held 12,179 shares of Capital Group Core Plus Income ETF worth $271K as of Q2 2026.
Beam Wealth Advisors bought 45 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.01K.
Capital Group Core Plus Income ETF made up 0.06% of Beam Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Beam Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 6 quarters since.
Beam Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $284K in Q2 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.