Global Retirement Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Global Retirement 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
2025 Q4	$4.78M	Buy	211,103 +15,629	+8%	+$356K	0.08%	215
2025 Q3	$4.44M	Buy	195,474 +21,650	+12%	+$489K	0.1%	189
2025 Q2	$3.91M	Buy	+173,824	New	+$3.86M	0.1%	194
2024 Q4	$2.43M	Buy	109,600 +23,318	+27%	+$526K	0.07%	265
2024 Q3	$1.99M	Buy	86,282 +70,900	+461%	+$1.62M	0.06%	284
2024 Q2	$342K	Buy	15,382 +108	+0.7%	+$2.4K	0.01%	706
2024 Q1	$343K	Buy	15,274 +11	+0.1%	+$247	0.01%	615
2023 Q4	$346K	Buy	15,263 +23	+0.2%	+$502	0.01%	574
2023 Q3	$325K	Buy	15,240 +5,990	+65%	+$132K	0.02%	538
2023 Q2	$206K	Hold	9,250	–	–	0.01%	692
2023 Q1	$212K	Buy	+9,250	New	+$209K	0.01%	649

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Cetera Investment Advisers

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Raymond James Financial

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Northwestern Mutual Wealth Management

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott

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