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

Holistic Planning’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
-12,305
Closed -$279K – 297
2025
Q4 		$279K Sell
12,305
-1,200
-9% -$27.3K 0.06% 227
2025
Q3 		$307K Sell
13,505
-200
-1% -$4.52K 0.08% 182
2025
Q2 		$308K Hold
13,705
– – 0.09% 172
2025
Q1 		$308K Buy
13,705
+1,200
+10% +$26.8K 0.1% 137
2024
Q4 		$278K Buy
+12,505
New +$282K 0.1% 137

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
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

Holistic Planning's CGCP Position: Q1 2026 in Review

Holistic Planning sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 12,305 shares — an estimated $279K sold.

Holistic Planning first reported a position in CGCP in Q4 2024 and held it in 5 quarters. The position peaked at $308K in Q2 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Holistic Planning reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 12,305 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $279K.
  • Holistic Planning first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and held it in 5 quarters.
  • Holistic Planning's Capital Group Core Plus Income ETF position peaked at $308K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.