Belpointe Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Belpointe Asset 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 Q2	$2.59M	Sell	116,190 -8,933	-7%	-$200K	0.08%	223
2026 Q1	$2.8M	Sell	125,123 -9,983	-7%	-$226K	0.1%	182
2025 Q4	$3.06M	Buy	135,106 +2,310	+2%	+$52.6K	0.11%	157
2025 Q3	$3.02M	Sell	132,796 -3,020	-2%	-$68.2K	0.12%	153
2025 Q2	$3.06M	Buy	135,816 +3,450	+3%	+$76.7K	0.13%	142
2025 Q1	$2.97M	Buy	132,366 +4,300	+3%	+$96.2K	0.15%	125
2024 Q4	$2.93M	Hold	128,066	–	–	0.18%	118
2024 Q3	$2.96M	Buy	128,066 +7,680	+6%	+$175K	0.18%	114
2024 Q2	$2.67M	Buy	120,386 +336	+0.3%	+$7.46K	0.19%	105
2024 Q1	$2.7M	Buy	120,050 +26,760	+29%	+$602K	0.2%	110
2023 Q4	$2.12M	Buy	93,290 +24,390	+35%	+$532K	0.19%	109
2023 Q3	$1.48M	Buy	+68,900	New	+$1.52M	0.15%	133

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

Belpointe Asset Management's CGCP Position: Q2 2026 in Review

Belpointe Asset Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 7.1% in Q2 2026, selling an estimated $200K and leaving 116,190 shares worth $2.59M. The position accounts for 0.08% of the portfolio, ranked #223.

Belpointe Asset Management first reported a position in CGCP in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.06M in Q4 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Belpointe Asset Management held 116,190 shares of Capital Group Core Plus Income ETF worth $2.59M as of Q2 2026.
Belpointe Asset Management sold 8,933 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $200K.
Capital Group Core Plus Income ETF made up 0.08% of Belpointe Asset Management's portfolio in Q2 2026, its #223 holding.
Belpointe Asset Management first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 12 quarters since.
Belpointe Asset Management's Capital Group Core Plus Income ETF position peaked at $3.06M in Q4 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.