GWANC
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Guardian Wealth Advisors (North Carolina)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$98.9K Buy
+4,425
New +$100K 0.01% 398
2025
Q3 		– Sell
-4,425
Closed -$99.6K – 373
2025
Q2 		$99.6K Hold
4,425
– – 0.01% 367
2025
Q1 		$99.3K Buy
4,425
+75
+2% +$1.68K 0.01% 349
2024
Q4 		$96.6K Buy
4,350
+1,000
+30% +$22.6K 0.01% 342
2024
Q3 		$77.5K Hold
3,350
– – 0.01% 296
2024
Q2 		$74.4K Hold
3,350
– – 0.01% 286
2024
Q1 		$75.2K Buy
3,350
+550
+20% +$12.4K 0.01% 297
2023
Q4 		$63.5K Buy
2,800
+2,100
+300% +$45.8K 0.01% 284
2023
Q3 		$15.1K Buy
+700
New +$15.4K ﹤0.01% 344

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UBS Group
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