Olistico Wealth
CGCP icon

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

Olistico Wealth’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 		$243K Buy
11,473
+3,514
+44% +$77.1K 0.1% 99
2026
Q2 		$177K Buy
7,959
+63
+0.8% +$1.41K 0.08% 106
2026
Q1 		$176K Buy
7,896
+1,092
+16% +$24.7K 0.09% 103
2025
Q4 		$154K Buy
+6,804
New +$155K 0.08% 104
2025
Q3 		– Sell
-6,440
Closed -$145K – 131
2025
Q2 		$145K Buy
6,440
+1,094
+20% +$24.3K 0.08% 111
2025
Q1 		$120K Buy
5,346
+1,045
+24% +$23.4K 0.07% 116
2024
Q4 		$95.5K Sell
4,301
-237
-5% -$5.35K 0.06% 129
2024
Q3 		$105K Buy
4,538
+2,607
+135% +$59.5K 0.06% 128
2024
Q2 		$42.9K Buy
+1,931
New +$42.9K 0.03% 172

Other funds holding CGCP

Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Greenbush Financial Group
Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Olistico Wealth's CGCP Position: Q3 2026 in Review

Olistico Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 44% in Q3 2026, buying an estimated $77.1K and bringing the position to 11,473 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #99.

Olistico Wealth first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. 85 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Olistico Wealth held 11,473 shares of Capital Group Core Plus Income ETF worth $243K as of Q3 2026.
  • Olistico Wealth bought 3,514 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $77.1K.
  • Capital Group Core Plus Income ETF made up 0.1% of Olistico Wealth's portfolio in Q3 2026, its #99 holding.
  • Olistico Wealth first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 85 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.