Larson Financial Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Larson Financial Group’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 Q1	$88.9K	Buy	3,980 +2,200	+124%	+$49.8K	﹤0.01%	1050
2025 Q4	$40.3K	Sell	1,780 -78	-4%	-$1.77K	﹤0.01%	1347
2025 Q3	$42.2K	Buy	1,858 +78	+4%	+$1.76K	﹤0.01%	1232
2025 Q2	$40K	Buy	1,780 +900	+102%	+$20K	﹤0.01%	1157
2025 Q1	$19.8K	Hold	880	–	–	﹤0.01%	1376
2024 Q4	$19.5K	Buy	880 +450	+105%	+$10.2K	﹤0.01%	1225
2024 Q3	$9.94K	Hold	430	–	–	﹤0.01%	1483
2024 Q2	$9.55K	Hold	430	–	–	﹤0.01%	1277
2024 Q1	$9.66K	Hold	430	–	–	﹤0.01%	1052
2023 Q4	$9.76K	Hold	430	–	–	﹤0.01%	1025
2023 Q3	$9.24K	Hold	430	–	–	﹤0.01%	1020
2023 Q2	$9.57K	Hold	430	–	–	﹤0.01%	946
2023 Q1	$9.8K	Buy	+430	New	+$9.73K	﹤0.01%	928

Other funds holding CGCP

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Larson Financial Group's CGCP Position: Q1 2026 in Review

Larson Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 124% in Q1 2026, buying an estimated $49.8K and bringing the position to 3,980 shares worth $88.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Larson Financial Group first reported a position in CGCP in Q1 2023 and has held it in 13 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Larson Financial Group held 3,980 shares of Capital Group Core Plus Income ETF worth $88.9K as of Q1 2026.
Larson Financial Group bought 2,200 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $49.8K.
Capital Group Core Plus Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1050 holding.
Larson Financial Group first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 13 quarters since.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.