GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$334K Sell
14,945
-811
-5% -$18.4K 0.01% 269
2025
Q4 		$357K Sell
15,756
-474
-3% -$10.8K 0.01% 260
2025
Q3 		$369K Buy
16,230
+123
+0.8% +$2.78K 0.01% 249
2025
Q2 		$362K Sell
16,107
-3,609
-18% -$80.2K 0.01% 236
2025
Q1 		$443K Sell
19,716
-16,700
-46% -$374K 0.02% 201
2024
Q4 		$808K Buy
36,416
+33
+0.1% +$745 0.04% 149
2024
Q3 		$841K Buy
36,383
+19,862
+120% +$454K 0.04% 141
2024
Q2 		$367K Buy
16,521
+3,885
+31% +$86.2K 0.02% 203
2024
Q1 		$284K Buy
+12,636
New +$284K 0.02% 227

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGCP Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 5.1% in Q1 2026, selling an estimated $18.4K and leaving 14,945 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #269.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGCP in Q1 2024 and has held it in 9 quarters since. The position peaked at $841K in Q3 2024. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 14,945 shares of Capital Group Core Plus Income ETF worth $334K as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 811 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $18.4K.
  • Capital Group Core Plus Income ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #269 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Capital Group Core Plus Income ETF position peaked at $841K in Q3 2024.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.