IPW
CGCP icon

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
Q3 		$1.17M Buy
55,465
+5,217
+10% +$114K 0.26% 50
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

Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Intergy Private Wealth's CGCP Position: Q3 2026 in Review

Intergy Private Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 10% in Q3 2026, buying an estimated $114K and bringing the position to 55,465 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #50.

Intergy Private Wealth first reported a position in CGCP in Q2 2022 and has held it in 18 quarters since. 62 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Intergy Private Wealth held 55,465 shares of Capital Group Core Plus Income ETF worth $1.17M as of Q3 2026.
  • Intergy Private Wealth bought 5,217 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $114K.
  • Capital Group Core Plus Income ETF made up 0.26% of Intergy Private Wealth's portfolio in Q3 2026, its #50 holding.
  • Intergy Private Wealth first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 18 quarters since.
  • 62 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.