Greatmark Investment Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Greatmark Investment 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	$3.17M	Buy	142,124 +300	+0.2%	+$6.71K	0.35%	56
2026 Q1	$3.17M	Buy	141,824 +9,489	+7%	+$215K	0.37%	51
2025 Q4	$3M	Buy	132,335 +16,250	+14%	+$370K	0.35%	50
2025 Q3	$2.64M	Buy	116,085 +8,605	+8%	+$194K	0.32%	58
2025 Q2	$2.42M	Buy	107,480 +16,225	+18%	+$361K	0.3%	56
2025 Q1	$2.05M	Buy	91,255 +19,265	+27%	+$431K	0.28%	57
2024 Q4	$1.6M	Buy	71,990 +7,005	+11%	+$158K	0.22%	61
2024 Q3	$1.5M	Buy	+64,985	New	+$1.48M	0.2%	61

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

Greatmark Investment Partners's CGCP Position: Q2 2026 in Review

Greatmark Investment Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.21% in Q2 2026, buying an estimated $6.71K and bringing the position to 142,124 shares worth $3.17M. The position accounts for 0.35% of the portfolio, ranked #56.

Greatmark Investment Partners first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.17M in Q1 2026. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Greatmark Investment Partners held 142,124 shares of Capital Group Core Plus Income ETF worth $3.17M as of Q2 2026.
Greatmark Investment Partners bought 300 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $6.71K.
Capital Group Core Plus Income ETF made up 0.35% of Greatmark Investment Partners's portfolio in Q2 2026, its #56 holding.
Greatmark Investment Partners first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
Greatmark Investment Partners's Capital Group Core Plus Income ETF position peaked at $3.17M in Q1 2026.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.