Kera Capital Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Kera Capital Partners’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	$5.68M	Sell	254,909 -1,839	-0.7%	-$41.1K	0.55%	39
2026 Q1	$5.74M	Buy	256,748 +2,947	+1%	+$66.7K	0.7%	35
2025 Q4	$5.75M	Sell	253,801 -7,507	-3%	-$171K	0.71%	35
2025 Q3	$5.94M	Buy	261,308 +16,227	+7%	+$367K	0.89%	30
2025 Q2	$5.51M	Sell	245,081 -4,381	-2%	-$97.4K	1.09%	26
2025 Q1	$5.6M	Sell	249,462 -10,015	-4%	-$224K	1.66%	17
2024 Q4	$5.76M	Buy	+259,477	New	+$5.86M	1.66%	20

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

Kera Capital Partners's CGCP Position: Q2 2026 in Review

Kera Capital Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 0.72% in Q2 2026, selling an estimated $41.1K and leaving 254,909 shares worth $5.68M. The position accounts for 0.55% of the portfolio, ranked #39.

Kera Capital Partners first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.94M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Kera Capital Partners held 254,909 shares of Capital Group Core Plus Income ETF worth $5.68M as of Q2 2026.
Kera Capital Partners sold 1,839 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $41.1K.
Capital Group Core Plus Income ETF made up 0.55% of Kera Capital Partners's portfolio in Q2 2026, its #39 holding.
Kera Capital Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
Kera Capital Partners's Capital Group Core Plus Income ETF position peaked at $5.94M in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.