Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		$69K Sell
2025
Q2 		$333K Buy
2025
Q1 		$84K Buy
2023
Q4 		– Sell
2023
Q3 		$23K Hold
2023
Q2 		$24K Hold
2023
Q1 		$24K Hold
2022
Q4 		$24K Hold
2022
Q3 		$23K Hold
2022
Q2 		$25K Buy