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 Q3	$1.94M	Sell	91,549 -3,598	-4%	-$78.9K	0.08%	217
2026 Q2	$2.12M	Buy	95,147 +2,975	+3%	+$66.6K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Cornerstone Wealth Management's CGCP Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 3.8% in Q3 2026, selling an estimated $78.9K and leaving 91,549 shares worth $1.94M. The position accounts for 0.08% of the portfolio, ranked #217.

Cornerstone Wealth Management first reported a position in CGCP in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.52M in Q1 2024. 205 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Cornerstone Wealth Management held 91,549 shares of Capital Group Core Plus Income ETF worth $1.94M as of Q3 2026.
Cornerstone Wealth Management sold 3,598 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $78.9K.
Capital Group Core Plus Income ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q3 2026, its #217 holding.
Cornerstone Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 13 quarters since.
Cornerstone Wealth Management's Capital Group Core Plus Income ETF position peaked at $2.52M in Q1 2024.
205 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.