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GM Advisory Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

GM Advisory Group’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 		– Sell
-10,611
Closed -$241K – 349
2025
Q3 		$241K Buy
+10,611
New +$240K 0.01% 276

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GM Advisory Group's CGCP Position: Q4 2025 in Review

GM Advisory Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2025, closing a stake of 10,611 shares — an estimated $241K sold.

GM Advisory Group first reported a position in CGCP in Q3 2025 and held it in 1 quarter. The position peaked at $241K in Q3 2025. 309 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

  • GM Advisory Group reported no remaining Capital Group Core Plus Income ETF position as of Q4 2025 after selling out during the quarter.
  • GM Advisory Group sold 10,611 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $241K.
  • GM Advisory Group first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and held it in 1 quarter.
  • GM Advisory Group's Capital Group Core Plus Income ETF position peaked at $241K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.