Intergy Private Wealth’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Intergy Private Wealth’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	$1.12M	Buy	50,248 +6,907	+16%	+$155K	0.26%	54
2026 Q1	$968K	Buy	43,341 +2,258	+5%	+$51.1K	0.28%	51
2025 Q4	$930K	Sell	41,083 -366	-0.9%	-$8.33K	0.28%	50
2025 Q3	$942K	Buy	41,449 +1,612	+4%	+$36.4K	0.29%	50
2025 Q2	$896K	Sell	39,837 -758	-2%	-$16.8K	0.31%	48
2025 Q1	$911K	Sell	40,595 -72	-0.2%	-$1.61K	0.35%	42
2024 Q4	$903K	Buy	40,667 +2,998	+8%	+$67.7K	0.34%	48
2024 Q3	$871K	Buy	37,669 +1,268	+3%	+$29K	0.33%	47
2024 Q2	$809K	Buy	36,401 +12,126	+50%	+$269K	0.33%	46
2024 Q1	$545K	Buy	24,275 +3,487	+17%	+$78.4K	0.22%	58
2023 Q4	$472K	Buy	20,788 +2,256	+12%	+$49.2K	0.2%	57
2023 Q3	$398K	Buy	18,532 +380	+2%	+$8.38K	0.2%	56
2023 Q2	$404K	Buy	18,152 +868	+5%	+$19.6K	0.2%	57
2023 Q1	$394K	Buy	17,284 +1,366	+9%	+$30.9K	0.22%	52
2022 Q4	$355K	Buy	15,918 +3,092	+24%	+$68.6K	0.22%	51
2022 Q3	$281K	Sell	12,826 -287	-2%	-$6.67K	0.2%	52
2022 Q2	$305K	Buy	+13,113	New	+$315K	0.24%	51

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

Intergy Private Wealth's CGCP Position: Q2 2026 in Review

Intergy Private Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 16% in Q2 2026, buying an estimated $155K and bringing the position to 50,248 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #54.

Intergy Private Wealth first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Intergy Private Wealth held 50,248 shares of Capital Group Core Plus Income ETF worth $1.12M as of Q2 2026.
Intergy Private Wealth bought 6,907 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $155K.
Capital Group Core Plus Income ETF made up 0.26% of Intergy Private Wealth's portfolio in Q2 2026, its #54 holding.
Intergy Private Wealth first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.