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Cauble & Harre Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cauble & Harre Wealth 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 		$280K Hold
12,569
– – 0.22% 65
2026
Q1 		$281K Sell
12,569
-3,991
-24% -$90.4K 0.22% 62
2025
Q4 		$375K Buy
+16,560
New +$377K 0.31% 49

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 22.9% 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

Cauble & Harre Wealth Management's CGCP Position: Q2 2026 in Review

Cauble & Harre Wealth Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 12,569 shares worth $280K. The position accounts for 0.22% of the portfolio, ranked #65.

Cauble & Harre Wealth Management first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q4 2025. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Cauble & Harre Wealth Management held 12,569 shares of Capital Group Core Plus Income ETF worth $280K as of Q2 2026.
  • Cauble & Harre Wealth Management left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
  • Capital Group Core Plus Income ETF made up 0.22% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Cauble & Harre Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Capital Group Core Plus Income ETF position peaked at $375K in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.