Kuhn & Co Investment Counsel’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Kuhn & Co Investment Counsel’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 Q1	–	Sell	-14,171	Closed	-$315K	–	130
2024 Q4	$315K	Hold	14,171	–	–	0.27%	104
2024 Q3	$328K	Buy	14,171 +256	+2%	+$5.85K	0.28%	101
2024 Q2	$309K	Buy	13,915 +1,215	+10%	+$27K	0.28%	105
2024 Q1	$285K	Hold	12,700	–	–	0.27%	105
2023 Q4	$288K	Buy	+12,700	New	+$277K	0.3%	98

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kuhn & Co Investment Counsel's CGCP Position: Q1 2025 in Review

Kuhn & Co Investment Counsel sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2025, closing a stake of 14,171 shares — an estimated $315K sold.

Kuhn & Co Investment Counsel first reported a position in CGCP in Q4 2023 and held it in 5 quarters. The position peaked at $328K in Q3 2024. 247 funds tracked by Wall St. Rank hold CGCP as of Q1 2025.

Kuhn & Co Investment Counsel reported no remaining Capital Group Core Plus Income ETF position as of Q1 2025 after selling out during the quarter.
Kuhn & Co Investment Counsel sold 14,171 Capital Group Core Plus Income ETF shares in Q1 2025, an estimated $315K.
Kuhn & Co Investment Counsel first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and held it in 5 quarters.
Kuhn & Co Investment Counsel's Capital Group Core Plus Income ETF position peaked at $328K in Q3 2024.
247 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2025.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.