Financial Management Network
CGCP icon

Financial Management Network’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Financial Management Network’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 		$775K Sell
36,580
-90,251
-71% -$1.98M 0.11% 109
2026
Q2 		$2.82M Buy
126,831
+2,113
+2% +$47.3K 0.4% 55
2026
Q1 		$2.8M Buy
124,718
+4,304
+4% +$97.5K 0.43% 50
2025
Q4 		$2.73M Buy
120,414
+20,390
+20% +$464K 0.43% 50
2025
Q3 		$2.28M Buy
100,024
+3,881
+4% +$87.7K 0.38% 52
2025
Q2 		$2.16M Buy
96,143
+18,979
+25% +$422K 0.39% 56
2025
Q1 		$1.71M Buy
77,164
+22,352
+41% +$500K 0.38% 54
2024
Q4 		$1.22M Buy
54,812
+2,440
+5% +$55.1K 0.25% 63
2024
Q3 		$1.2M Buy
52,372
+12,578
+32% +$287K 0.25% 71
2024
Q2 		$891K Buy
39,794
+3,470
+10% +$77K 0.21% 75
2024
Q1 		$812K Buy
36,324
+5,251
+17% +$118K 0.2% 74
2023
Q4 		$698K Sell
31,073
-207
-0.7% -$4.52K 0.2% 72
2023
Q3 		$667K Buy
31,280
+4,862
+18% +$107K 0.22% 69
2023
Q2 		$586K Buy
26,418
+2,600
+11% +$58.7K 0.2% 78
2023
Q1 		$546K Sell
23,818
-2,105
-8% -$47.6K 0.22% 75
2022
Q4 		$582K Sell
25,923
-3,588
-12% -$79.6K 0.26% 73
2022
Q3 		$657K Buy
29,511
+3,754
+15% +$87.2K 0.32% 66
2022
Q2 		$603K Buy
+25,757
New +$618K 0.32% 64

Other funds holding CGCP

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
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
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Greenbush Financial Group
Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Financial Management Network's CGCP Position: Q3 2026 in Review

Financial Management Network reduced its Capital Group Core Plus Income ETF (CGCP) stake by 71% in Q3 2026, selling an estimated $1.98M and leaving 36,580 shares worth $775K. The position accounts for 0.11% of the portfolio, ranked #109.

Financial Management Network first reported a position in CGCP in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.82M in Q2 2026. 78 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Financial Management Network held 36,580 shares of Capital Group Core Plus Income ETF worth $775K as of Q3 2026.
  • Financial Management Network sold 90,251 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $1.98M.
  • Capital Group Core Plus Income ETF made up 0.11% of Financial Management Network's portfolio in Q3 2026, its #109 holding.
  • Financial Management Network first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 18 quarters since.
  • Financial Management Network's Capital Group Core Plus Income ETF position peaked at $2.82M in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.