Lodestone Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Lodestone Wealth Management’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	$12.8M	Buy	605,349 +81,416	+16%	+$1.79M	4.31%	1
2026 Q2	$11.7M	Buy	523,933 +155,455	+42%	+$3.48M	4.12%	1
2026 Q1	$8.23M	Buy	368,478 +60,101	+19%	+$1.36M	3.26%	1
2025 Q4	$6.98M	Buy	308,377 +67,308	+28%	+$1.53M	2.84%	2
2025 Q3	$5.48M	Buy	241,069 +20,868	+9%	+$472K	2.46%	4
2025 Q2	$4.95M	Sell	220,201 -3,662	-2%	-$81.4K	2.41%	4
2025 Q1	$5.03M	Buy	223,863 +5,436	+2%	+$122K	2.67%	4
2024 Q4	$4.85M	Buy	218,427 +5,086	+2%	+$115K	2.43%	4
2024 Q3	$4.93M	Buy	213,341 +63,771	+43%	+$1.46M	2.47%	4
2024 Q2	$3.32M	Buy	149,570 +537	+0.4%	+$11.9K	1.75%	11
2024 Q1	$3.35M	Buy	149,033 +34,032	+30%	+$766K	1.76%	13
2023 Q4	$2.61M	Buy	115,001 +90,363	+367%	+$1.97M	1.51%	16
2023 Q3	$530K	Buy	24,638 +2,454	+11%	+$54.1K	0.37%	66
2023 Q2	$494K	Buy	22,184 +3,458	+18%	+$78.1K	0.34%	77
2023 Q1	$427K	Buy	18,726 +488	+3%	+$11K	0.33%	76
2022 Q4	$406K	Buy	+18,238	New	+$405K	0.33%	75

Other funds holding CGCP

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Lodestone Wealth Management's CGCP Position: Q3 2026 in Review

Lodestone Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 16% in Q3 2026, buying an estimated $1.79M and bringing the position to 605,349 shares worth $12.8M. The position accounts for 4.31% of the portfolio, ranked #1.

Lodestone Wealth Management first reported a position in CGCP in Q4 2022 and has held it in 16 quarters since. 123 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Lodestone Wealth Management held 605,349 shares of Capital Group Core Plus Income ETF worth $12.8M as of Q3 2026.
Lodestone Wealth Management bought 81,416 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $1.79M.
Capital Group Core Plus Income ETF made up 4.31% of Lodestone Wealth Management's portfolio in Q3 2026, its #1 holding.
Lodestone Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 16 quarters since.
123 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.