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

Meridian 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	$1.31M	Sell	58,875 -5,644	-9%	-$126K	0.04%	335
2026 Q1	$1.44M	Sell	64,519 -3,833	-6%	-$86.8K	0.05%	285
2025 Q4	$1.55M	Sell	68,352 -3,956	-5%	-$90K	0.05%	269
2025 Q3	$1.64M	Buy	72,308 +8,720	+14%	+$197K	0.06%	251
2025 Q2	$1.43M	Sell	63,588 -8,116	-11%	-$180K	0.06%	248
2025 Q1	$1.61M	Buy	71,704 +22,395	+45%	+$501K	0.08%	205
2024 Q4	$1.09M	Buy	49,309 +15,053	+44%	+$340K	0.05%	277
2024 Q3	$792K	Buy	+34,256	New	+$782K	0.04%	322

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

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

Meridian Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 8.7% in Q2 2026, selling an estimated $126K and leaving 58,875 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #335.

Meridian Wealth Management first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.64M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Meridian Wealth Management held 58,875 shares of Capital Group Core Plus Income ETF worth $1.31M as of Q2 2026.
Meridian Wealth Management sold 5,644 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $126K.
Capital Group Core Plus Income ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #335 holding.
Meridian Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
Meridian Wealth Management's Capital Group Core Plus Income ETF position peaked at $1.64M in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.