Elevation Wealth Partners
CGCP icon

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

Elevation 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
Q3 		$336K Buy
15,864
+139
+0.9% +$3.05K 0.09% 108
2026
Q2 		$351K Buy
15,725
+125
+0.8% +$2.8K 0.11% 100
2026
Q1 		$348K Buy
15,600
+116
+0.7% +$2.63K 0.12% 89
2025
Q4 		$351K Buy
15,484
+7,164
+86% +$163K 0.12% 90
2025
Q3 		$189K Buy
8,320
+40
+0.5% +$904 0.07% 118
2025
Q2 		$186K Buy
8,280
+11
+0.1% +$244 0.07% 116
2025
Q1 		$186K Hold
8,269
– – 0.08% 114
2024
Q4 		$184K Hold
8,269
– – 0.08% 119
2024
Q3 		$191K Buy
8,269
+47
+0.6% +$1.07K 0.08% 119
2024
Q2 		$183K Sell
8,222
-1,867
-19% -$41.4K 0.09% 113
2024
Q1 		$227K Buy
10,089
+8,129
+415% +$183K 0.11% 103
2023
Q4 		$44.5K Buy
+1,960
New +$42.8K 0.03% 221

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Bernardo Wealth Planning
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Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Midwest Heritage Bank
Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Elevation Wealth Partners's CGCP Position: Q3 2026 in Review

Elevation Wealth Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.88% in Q3 2026, buying an estimated $3.05K and bringing the position to 15,864 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #108.

Elevation Wealth Partners first reported a position in CGCP in Q4 2023 and has held it in 12 quarters since. The position peaked at $351K in Q4 2025. 102 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Elevation Wealth Partners held 15,864 shares of Capital Group Core Plus Income ETF worth $336K as of Q3 2026.
  • Elevation Wealth Partners bought 139 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $3.05K.
  • Capital Group Core Plus Income ETF made up 0.09% of Elevation Wealth Partners's portfolio in Q3 2026, its #108 holding.
  • Elevation Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Capital Group Core Plus Income ETF position peaked at $351K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.