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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
Q2 		$2.18M Buy
98,704
+54,700
+124% +$1.22M 0.11% 132
2026
Q1 		$983K Buy
+44,004
New +$996K 0.07% 161

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Evergreen Wealth Solutions's CGCP Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group Core Plus Income ETF (CGCP) stake by 124% in Q2 2026, buying an estimated $1.22M and bringing the position to 98,704 shares worth $2.18M. The position accounts for 0.11% of the portfolio, ranked #132.

Evergreen Wealth Solutions first reported a position in CGCP in Q1 2026 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Evergreen Wealth Solutions held 98,704 shares of Capital Group Core Plus Income ETF worth $2.18M as of Q2 2026.
  • Evergreen Wealth Solutions bought 54,700 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.22M.
  • Capital Group Core Plus Income ETF made up 0.11% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #132 holding.
  • Evergreen Wealth Solutions first reported a position in Capital Group Core Plus Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.