Forge Financial Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Forge Financial Services’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	$2.44M	Sell	109,496 -7,019	-6%	-$157K	0.21%	16
2026 Q1	$2.6M	Sell	116,515 -4,565	-4%	-$103K	0.26%	16
2025 Q4	$2.74M	Sell	121,080 -894	-0.7%	-$20.3K	1.17%	15
2025 Q3	$2.78M	Buy	121,974 +1,426	+1%	+$32.2K	1.3%	15
2025 Q2	$2.68M	Sell	120,548 -2,004	-2%	-$44.5K	2.02%	14
2025 Q1	$2.75M	Sell	122,552 -267	-0.2%	-$5.97K	2.43%	14
2024 Q4	$2.74M	Buy	+122,819	New	+$2.77M	2.3%	14

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Forge Financial Services's CGCP Position: Q2 2026 in Review

Forge Financial Services reduced its Capital Group Core Plus Income ETF (CGCP) stake by 6% in Q2 2026, selling an estimated $157K and leaving 109,496 shares worth $2.44M. The position accounts for 0.21% of the portfolio, ranked #16.

Forge Financial Services first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q3 2025. 323 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Forge Financial Services held 109,496 shares of Capital Group Core Plus Income ETF worth $2.44M as of Q2 2026.
Forge Financial Services sold 7,019 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $157K.
Capital Group Core Plus Income ETF made up 0.21% of Forge Financial Services's portfolio in Q2 2026, its #16 holding.
Forge Financial Services first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
Forge Financial Services's Capital Group Core Plus Income ETF position peaked at $2.78M in Q3 2025.
323 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.