Leigh Baldwin & Co’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Leigh Baldwin & Co’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	$5.57M	Buy	249,853 +41,793	+20%	+$935K	3%	7
2026 Q1	$4.65M	Buy	208,060 +19,272	+10%	+$436K	3.01%	5
2025 Q4	$4.27M	Buy	188,788 +4,896	+3%	+$111K	2.81%	8
2025 Q3	$4.18M	Buy	183,892 +13,981	+8%	+$316K	2.35%	7
2025 Q2	$3.82M	Buy	169,911 +40,837	+32%	+$908K	2.51%	7
2025 Q1	$2.9M	Buy	129,074 +28,420	+28%	+$636K	2.33%	7
2024 Q4	$2.23M	Buy	+100,654	New	+$2.27M	1.89%	10

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

Leigh Baldwin & Co's CGCP Position: Q2 2026 in Review

Leigh Baldwin & Co increased its Capital Group Core Plus Income ETF (CGCP) stake by 20% in Q2 2026, buying an estimated $935K and bringing the position to 249,853 shares worth $5.57M. The position accounts for 3% of the portfolio, ranked #7.

Leigh Baldwin & Co first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Leigh Baldwin & Co held 249,853 shares of Capital Group Core Plus Income ETF worth $5.57M as of Q2 2026.
Leigh Baldwin & Co bought 41,793 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $935K.
Capital Group Core Plus Income ETF made up 3% of Leigh Baldwin & Co's portfolio in Q2 2026, its #7 holding.
Leigh Baldwin & Co first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.