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Greenline Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Greenline Wealth Management’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
Q1 		– Sell
-8,819
Closed -$200K – 174
2025
Q4 		$200K Buy
+8,819
New +$201K 0.21% 79

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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 22.96% 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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Greenline Wealth Management's CGCP Position: Q1 2026 in Review

Greenline Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 8,819 shares — an estimated $200K sold.

Greenline Wealth Management first reported a position in CGCP in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Greenline Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 8,819 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $200K.
  • Greenline Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Capital Group Core Plus Income ETF position peaked at $200K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.