Jim Simons
CGCP icon

Jim Simons’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Jim Simons’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
2025
Q4 		– Sell
-57,400
Closed -$1.3M – 3288
2025
Q3 		$1.3M Buy
57,400
+46,000
+404% +$1.04M ﹤0.01% 2343
2025
Q2 		$257K Buy
+11,400
New +$253K ﹤0.01% 3088
2024
Q3 		– Sell
-54,304
Closed -$1.21M – 3559
2024
Q2 		$1.21M Buy
+54,304
New +$1.21M ﹤0.01% 2210
2023
Q4 		– Sell
-33,200
Closed -$714K – 3776
2023
Q3 		$714K Buy
+33,200
New +$732K ﹤0.01% 2524

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 $530B AUM 22.01% 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 $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jim Simons's CGCP Position: Q4 2025 in Review

Jim Simons sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2025, closing a stake of 57,400 shares — an estimated $1.3M sold.

Jim Simons first reported a position in CGCP in Q3 2023 and held it in 4 quarters. The position peaked at $1.3M in Q3 2025. 308 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

  • Jim Simons reported no remaining Capital Group Core Plus Income ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 57,400 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $1.3M.
  • Jim Simons first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and held it in 4 quarters.
  • Jim Simons's Capital Group Core Plus Income ETF position peaked at $1.3M in Q3 2025.
  • 308 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.