CWP
CGCP icon

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

Core Wealth 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 		$5.08M Sell
228,021
-44,670
-16% -$999K 2.17% 7
2026
Q1 		$6.09M Buy
272,691
+174
+0.1% +$3.94K 2.83% 4
2025
Q4 		$6.17M Buy
272,517
+27,646
+11% +$629K 2.78% 5
2025
Q3 		$5.56M Buy
244,871
+14,864
+6% +$336K 2.55% 5
2025
Q2 		$5.18M Buy
230,007
+84,816
+58% +$1.89M 2.63% 5
2025
Q1 		$3.26M Sell
145,191
-99,974
-41% -$2.24M 1.9% 9
2024
Q4 		$5.44M Buy
245,165
+42,987
+21% +$970K 3.12% 5
2024
Q3 		$4.67M Buy
202,178
+153,859
+318% +$3.51M 2.83% 5
2024
Q2 		$1.07M Buy
48,319
+28,619
+145% +$635K 0.73% 33
2024
Q1 		$442K Buy
+19,700
New +$443K 0.33% 64

Other funds holding CGCP

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Core Wealth Partners's CGCP Position: Q2 2026 in Review

Core Wealth Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 16% in Q2 2026, selling an estimated $999K and leaving 228,021 shares worth $5.08M. The position accounts for 2.17% of the portfolio, ranked #7.

Core Wealth Partners first reported a position in CGCP in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.17M in Q4 2025. 98 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Core Wealth Partners held 228,021 shares of Capital Group Core Plus Income ETF worth $5.08M as of Q2 2026.
  • Core Wealth Partners sold 44,670 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $999K.
  • Capital Group Core Plus Income ETF made up 2.17% of Core Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Core Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Core Wealth Partners's Capital Group Core Plus Income ETF position peaked at $6.17M in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.