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

Diversify Wealth Management’s Portfolio CGCP Stock Details CGCP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$16.9M Buy
751,401
+72,879
+11% +$1.64M 1.05% 16
2025
Q1 		$15.2M Buy
678,522
+21,032
+3% +$472K 1.13% 14
2024
Q4 		$14.5M Buy
657,490
+220,003
+50% +$4.84M 1.13% 16
2024
Q3 		$9.88M Buy
+437,487
New +$9.88M 0.95% 20