Bristlecone Value Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bristlecone Value 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	$2.63M	Buy	117,825 +8,858	+8%	+$198K	2.11%	13
2026 Q1	$2.43M	Buy	108,967 +20,199	+23%	+$457K	2.14%	13
2025 Q4	$2.01M	Buy	+88,768	New	+$2.02M	2.32%	13

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 22.9% 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

Bristlecone Value Partners's CGCP Position: Q2 2026 in Review

Bristlecone Value Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.1% in Q2 2026, buying an estimated $198K and bringing the position to 117,825 shares worth $2.63M. The position accounts for 2.11% of the portfolio, ranked #13.

Bristlecone Value Partners first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Bristlecone Value Partners held 117,825 shares of Capital Group Core Plus Income ETF worth $2.63M as of Q2 2026.
Bristlecone Value Partners bought 8,858 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $198K.
Capital Group Core Plus Income ETF made up 2.11% of Bristlecone Value Partners's portfolio in Q2 2026, its #13 holding.
Bristlecone Value Partners first reported a position in Capital Group Core Plus Income ETF in Q4 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 Bristlecone Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.