Convergence Financial’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32M Buy
1,435,557
+884,206
+160% +$19.8M 2.54% 12
2026
Q1
$12.3M Buy
551,351
+15,447
+3% +$350K 1.31% 18
2025
Q4
$12.1M Buy
535,904
+19,746
+4% +$449K 1.77% 15
2025
Q3
$11.7M Buy
516,158
+31,772
+7% +$718K 1.76% 17
2025
Q2
$10.9M Sell
484,386
-10,104
-2% -$225K 1.87% 16
2025
Q1
$11.1M Buy
494,490
+9,548
+2% +$214K 2.18% 13
2024
Q4
$10.8M Buy
484,942
+50,537
+12% +$1.14M 2.15% 15
2024
Q3
$10M Buy
+434,405
New +$9.92M 2.13% 11

Other funds holding CGCP

Convergence Financial's CGCP Position: Q2 2026 in Review

Convergence Financial increased its Capital Group Core Plus Income ETF (CGCP) stake by 160% in Q2 2026, buying an estimated $19.8M and bringing the position to 1,435,557 shares worth $32M. The position accounts for 2.54% of the portfolio, ranked #12.

Convergence Financial first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Convergence Financial held 1,435,557 shares of Capital Group Core Plus Income ETF worth $32M as of Q2 2026.
  • Convergence Financial bought 884,206 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $19.8M.
  • Capital Group Core Plus Income ETF made up 2.54% of Convergence Financial's portfolio in Q2 2026, its #12 holding.
  • Convergence Financial first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.