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Matthew Hamilton Rosenberg’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Matthew Hamilton Rosenberg’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
2025
Q1 		– Sell
-318
Closed -$7.06K – 820
2024
Q4 		$7.06K Buy
+318
New +$7.18K ﹤0.01% 670
2024
Q3 		– Sell
-1,086
Closed -$24K – 837
2024
Q2 		$24K Buy
+1,086
New +$24.1K 0.01% 505

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Matthew Hamilton Rosenberg's CGCP Position: Q1 2025 in Review

Matthew Hamilton Rosenberg sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2025, closing a stake of 318 shares — an estimated $7.06K sold.

Matthew Hamilton Rosenberg first reported a position in CGCP in Q2 2024 and held it in 2 quarters. The position peaked at $24K in Q2 2024. 247 funds tracked by Wall St. Rank hold CGCP as of Q1 2025.

  • Matthew Hamilton Rosenberg reported no remaining Capital Group Core Plus Income ETF position as of Q1 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 318 Capital Group Core Plus Income ETF shares in Q1 2025, an estimated $7.06K.
  • Matthew Hamilton Rosenberg first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and held it in 2 quarters.
  • Matthew Hamilton Rosenberg's Capital Group Core Plus Income ETF position peaked at $24K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2025, filed 28 Apr 2025.