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

LongView 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 Q2	$2.44M	Sell	109,567 -8,942	-8%	-$200K	0.63%	44
2026 Q1	$2.67M	Buy	118,509 +1,139	+1%	+$25.8K	0.67%	40
2025 Q4	$2.66M	Buy	117,370 +9,655	+9%	+$220K	0.64%	42
2025 Q3	$2.45M	Buy	107,715 +14,819	+16%	+$335K	0.66%	42
2025 Q2	$2.09M	Buy	92,896 +5,881	+7%	+$131K	0.63%	43
2025 Q1	$1.95M	Buy	87,015 +2,554	+3%	+$57.1K	0.59%	39
2024 Q4	$1.88M	Buy	84,461 +12,715	+18%	+$287K	0.57%	42
2024 Q3	$1.66M	Buy	71,746 +11,154	+18%	+$255K	0.53%	43
2024 Q2	$1.35M	Buy	60,592 +492	+0.8%	+$10.9K	0.5%	48
2024 Q1	$1.35M	Buy	60,100 +3,928	+7%	+$88.4K	0.54%	44
2023 Q4	$1.27M	Buy	+56,172	New	+$1.23M	0.57%	43

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

LongView Wealth Management's CGCP Position: Q2 2026 in Review

LongView Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 7.5% in Q2 2026, selling an estimated $200K and leaving 109,567 shares worth $2.44M. The position accounts for 0.63% of the portfolio, ranked #44.

LongView Wealth Management first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

LongView Wealth Management held 109,567 shares of Capital Group Core Plus Income ETF worth $2.44M as of Q2 2026.
LongView Wealth Management sold 8,942 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $200K.
Capital Group Core Plus Income ETF made up 0.63% of LongView Wealth Management's portfolio in Q2 2026, its #44 holding.
LongView Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Capital Group Core Plus Income ETF position peaked at $2.67M in Q1 2026.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.