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

Cornerstone 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	$2.12M	Buy	95,147 +2,975	+3%	+$66.5K	0.09%	205
2026 Q1	$2.06M	Sell	92,172 -7,123	-7%	-$161K	0.1%	187
2025 Q4	$2.25M	Buy	99,295 +5,783	+6%	+$132K	0.12%	167
2025 Q3	$2.12M	Sell	93,512 -1,242	-1%	-$28.1K	0.12%	165
2025 Q2	$2.13M	Sell	94,754 -9,654	-9%	-$215K	0.13%	150
2025 Q1	$2.34M	Sell	104,408 -3,119	-3%	-$69.8K	0.16%	131
2024 Q4	$2.39M	Sell	107,527 -547	-0.5%	-$12.3K	0.16%	122
2024 Q3	$2.5M	Sell	108,074 -1,330	-1%	-$30.4K	0.18%	117
2024 Q2	$2.43M	Sell	109,404 -2,932	-3%	-$65.1K	0.19%	116
2024 Q1	$2.52M	Buy	112,336 +3,146	+3%	+$70.8K	0.2%	110
2023 Q4	$2.48M	Buy	109,190 +624	+0.6%	+$13.6K	0.21%	103
2023 Q3	$2.33M	Buy	+108,566	New	+$2.39M	0.22%	106

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cornerstone Wealth Management's CGCP Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.2% in Q2 2026, buying an estimated $66.5K and bringing the position to 95,147 shares worth $2.12M. The position accounts for 0.09% of the portfolio, ranked #205.

Cornerstone Wealth Management first reported a position in CGCP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q1 2024. 98 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Cornerstone Wealth Management held 95,147 shares of Capital Group Core Plus Income ETF worth $2.12M as of Q2 2026.
Cornerstone Wealth Management bought 2,975 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $66.5K.
Capital Group Core Plus Income ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #205 holding.
Cornerstone Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Wealth Management's Capital Group Core Plus Income ETF position peaked at $2.52M in Q1 2024.
98 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.