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

Gateway 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 Q2	$3.38M	Sell	151,524 -115,157	-43%	-$2.58M	0.2%	127
2026 Q1	$5.96M	Buy	266,681 +218,130	+449%	+$4.94M	0.23%	118
2025 Q4	$1.1M	Buy	48,551 +16,360	+51%	+$372K	0.12%	172
2025 Q3	$731K	Buy	32,191 +12,781	+66%	+$289K	0.1%	202
2025 Q2	$437K	Buy	19,410 +4,988	+35%	+$111K	0.08%	219
2025 Q1	$324K	Buy	+14,422	New	+$323K	0.07%	239

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

Gateway Wealth Partners's CGCP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 43% in Q2 2026, selling an estimated $2.58M and leaving 151,524 shares worth $3.38M. The position accounts for 0.2% of the portfolio, ranked #127.

Gateway Wealth Partners first reported a position in CGCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.96M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Gateway Wealth Partners held 151,524 shares of Capital Group Core Plus Income ETF worth $3.38M as of Q2 2026.
Gateway Wealth Partners sold 115,157 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.58M.
Capital Group Core Plus Income ETF made up 0.2% of Gateway Wealth Partners's portfolio in Q2 2026, its #127 holding.
Gateway Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 6 quarters since.
Gateway Wealth Partners's Capital Group Core Plus Income ETF position peaked at $5.96M in Q1 2026.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.