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

Cyndeo 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	$2.15M	Buy	96,353 +5,215	+6%	+$117K	0.1%	183
2026 Q1	$2.04M	Buy	91,138 +9,033	+11%	+$205K	0.11%	167
2025 Q4	$1.86M	Buy	82,105 +1,837	+2%	+$41.8K	0.1%	173
2025 Q3	$1.82M	Buy	80,268 +4,894	+6%	+$111K	0.1%	175
2025 Q2	$1.7M	Buy	75,374 +2,142	+3%	+$47.6K	0.1%	179
2025 Q1	$1.64M	Buy	73,232 +17,424	+31%	+$390K	0.11%	179
2024 Q4	$1.24M	Buy	55,808 +2,586	+5%	+$58.4K	0.08%	196
2024 Q3	$1.23M	Buy	+53,222	New	+$1.22M	0.09%	197

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 5.7% in Q2 2026, buying an estimated $117K and bringing the position to 96,353 shares worth $2.15M. The position accounts for 0.1% of the portfolio, ranked #183.

Cyndeo Wealth Partners 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.

Cyndeo Wealth Partners held 96,353 shares of Capital Group Core Plus Income ETF worth $2.15M as of Q2 2026.
Cyndeo Wealth Partners bought 5,215 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $117K.
Capital Group Core Plus Income ETF made up 0.1% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #183 holding.
Cyndeo Wealth Partners 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 Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.