Holistic Planning’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Hold	13,705	–	–	0.09%	172
2025 Q1	$308K	Buy	13,705 +1,200	+10%	+$26.9K	0.1%	137
2024 Q4	$278K	Buy	+12,505	New	+$278K	0.1%	137