Lantern Wealth Advisors
CGCP icon

Lantern Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Lantern Wealth Advisors’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 		$548K Buy
25,882
+423
+2% +$9.28K 0.24% 100
2026
Q2 		$567K Buy
25,459
+2,737
+12% +$61.2K 0.26% 92
2026
Q1 		$508K Buy
+22,722
New +$515K 0.26% 98

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Bernardo Wealth Planning
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Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
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
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 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
Greenbush Financial Group
Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Lantern Wealth Advisors's CGCP Position: Q3 2026 in Review

Lantern Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.7% in Q3 2026, buying an estimated $9.28K and bringing the position to 25,882 shares worth $548K. The position accounts for 0.24% of the portfolio, ranked #100.

Lantern Wealth Advisors first reported a position in CGCP in Q1 2026 and has held it in 3 quarters since. The position peaked at $567K in Q2 2026. 85 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Lantern Wealth Advisors held 25,882 shares of Capital Group Core Plus Income ETF worth $548K as of Q3 2026.
  • Lantern Wealth Advisors bought 423 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $9.28K.
  • Capital Group Core Plus Income ETF made up 0.24% of Lantern Wealth Advisors's portfolio in Q3 2026, its #100 holding.
  • Lantern Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Lantern Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $567K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.