Evergreen Wealth Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Evergreen Wealth Solutions’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 Q1	$983K	Buy	+44,004	New	+$996K	0.07%	161

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evergreen Wealth Solutions's CGCP Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q1 2026: 44,004 shares worth $983K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings.

310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Evergreen Wealth Solutions held 44,004 shares of Capital Group Core Plus Income ETF worth $983K as of Q1 2026.
Capital Group Core Plus Income ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Capital Group Core Plus Income ETF made up 0.07% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #161 holding.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.