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ORG Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

ORG Partners’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
Q4 		$569K Buy
25,154
+7,309
+41% +$166K 0.1% 181
2025
Q3 		$464K Buy
17,845
+4,727
+36% +$107K 0.08% 201
2025
Q2 		$295K Buy
13,118
+10,901
+492% +$242K 0.06% 249
2025
Q1 		$49.9K Buy
2,217
+1,432
+182% +$32K 0.01% 483
2024
Q4 		$17.4K Buy
+785
New +$17.7K ﹤0.01% 776

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ORG Partners's CGCP Position: Q4 2025 in Review

ORG Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 41% in Q4 2025, buying an estimated $166K and bringing the position to 25,154 shares worth $569K. The position accounts for 0.1% of the portfolio, ranked #181.

ORG Partners first reported a position in CGCP in Q4 2024 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

  • ORG Partners held 25,154 shares of Capital Group Core Plus Income ETF worth $569K as of Q4 2025.
  • ORG Partners bought 7,309 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $166K.
  • Capital Group Core Plus Income ETF made up 0.1% of ORG Partners's portfolio in Q4 2025, its #181 holding.
  • ORG Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.