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
2026 Q2	$2.39M	Buy	+107,010	New	+$2.39M	0.04%	433
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

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

Global Retirement Partners's CGCP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 107,010 shares worth $2.39M. The stake represents 0.04% of the portfolio and ranks #433 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGCP as recently as Q4 2025.

Global Retirement Partners first reported a position in CGCP in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.78M in Q4 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Global Retirement Partners held 107,010 shares of Capital Group Core Plus Income ETF worth $2.39M as of Q2 2026.
Capital Group Core Plus Income ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group Core Plus Income ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #433 holding.
Global Retirement Partners first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Capital Group Core Plus Income ETF position peaked at $4.78M in Q4 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.