GPS Wealth Strategies Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

GPS Wealth Strategies 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	-11,550	Closed	-$262K	–	715
2025 Q3	$262K	Sell	11,550 -665	-5%	-$15K	0.03%	293
2025 Q2	$275K	Sell	12,215 -100	-0.8%	-$2.22K	0.03%	264
2025 Q1	$276K	Sell	12,315 -1,075	-8%	-$24K	0.04%	259
2024 Q4	$297K	Buy	13,390 +500	+4%	+$11.3K	0.04%	235
2024 Q3	$295K	Buy	+12,890	New	+$294K	0.04%	243

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 22.9% 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

GPS Wealth Strategies Group's CGCP Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2025, closing a stake of 11,550 shares — an estimated $262K sold.

GPS Wealth Strategies Group first reported a position in CGCP in Q3 2024 and held it in 5 quarters. The position peaked at $297K in Q4 2024. 309 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Capital Group Core Plus Income ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 11,550 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $262K.
GPS Wealth Strategies Group first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and held it in 5 quarters.
GPS Wealth Strategies Group's Capital Group Core Plus Income ETF position peaked at $297K in Q4 2024.
309 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.