MWM
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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
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

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Cetera Investment Advisers
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Northwestern Mutual Wealth Management
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UBS Group
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