CGPCS
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Capital Group Private Client Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Capital Group Private Client Services’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 		$3.3M Sell
148,125
-3,807
-3% -$85.2K 0.05% 127
2026
Q1 		$3.39M Buy
151,932
+67
+0% +$1.52K 0.06% 130
2025
Q4 		$3.44M Buy
151,865
+26,888
+22% +$612K 0.05% 150
2025
Q3 		$2.84M Buy
124,977
+2,849
+2% +$64.4K 0.05% 162
2025
Q2 		$2.75M Buy
122,128
+16,141
+15% +$359K 0.02% 204
2025
Q1 		$2.38M Sell
105,987
-21,044
-17% -$471K 0.02% 199
2024
Q4 		$2.82M Buy
127,031
+9,888
+8% +$223K 0.03% 196
2024
Q3 		$2.71M Buy
117,143
+30,626
+35% +$700K 0.03% 195
2024
Q2 		$1.92M Buy
86,517
+7,309
+9% +$162K 0.02% 203
2024
Q1 		$1.78M Sell
79,208
-148,731
-65% -$3.35M 0.02% 207
2023
Q4 		$5.17M Buy
227,939
+197,063
+638% +$4.3M 0.05% 157
2023
Q3 		$664K Buy
30,876
+8,837
+40% +$195K 0.01% 214
2023
Q2 		$491K Buy
22,039
+242
+1% +$5.47K 0.01% 216
2023
Q1 		$497K Sell
21,797
-27,070
-55% -$612K 0.01% 216
2022
Q4 		$1.09M Buy
48,867
+38,064
+352% +$845K 0.01% 194
2022
Q3 		$236K Buy
+10,803
New +$251K ﹤0.01% 229

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

Capital Group Private Client Services's CGCP Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Capital Group Core Plus Income ETF (CGCP) stake by 2.5% in Q2 2026, selling an estimated $85.2K and leaving 148,125 shares worth $3.3M. The position accounts for 0.05% of the portfolio, ranked #127.

Capital Group Private Client Services first reported a position in CGCP in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.17M in Q4 2023. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Capital Group Private Client Services held 148,125 shares of Capital Group Core Plus Income ETF worth $3.3M as of Q2 2026.
  • Capital Group Private Client Services sold 3,807 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $85.2K.
  • Capital Group Core Plus Income ETF made up 0.05% of Capital Group Private Client Services's portfolio in Q2 2026, its #127 holding.
  • Capital Group Private Client Services first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Capital Group Private Client Services's Capital Group Core Plus Income ETF position peaked at $5.17M in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.