Premier Path Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Premier Path Wealth 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	–	Sell	-53,614	Closed	-$1.22M	–	399
2025 Q3	$1.22M	Buy	53,614 +554	+1%	+$12.5K	0.16%	144
2025 Q2	$1.19M	Buy	53,060 +20	+0%	+$445	0.17%	151
2025 Q1	$1.19M	Buy	53,040 +3,476	+7%	+$77.7K	0.19%	139
2024 Q4	$1.1M	Sell	49,564 -159	-0.3%	-$3.59K	0.17%	145
2024 Q3	$1.15M	Buy	49,723 +1,119	+2%	+$25.6K	0.18%	145
2024 Q2	$1.08M	Buy	+48,604	New	+$1.08M	0.18%	135

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

Premier Path Wealth Partners's CGCP Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2025, closing a stake of 53,614 shares — an estimated $1.22M sold.

Premier Path Wealth Partners first reported a position in CGCP in Q2 2024 and held it in 6 quarters. The position peaked at $1.22M in Q3 2025. 309 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

Premier Path Wealth Partners reported no remaining Capital Group Core Plus Income ETF position as of Q4 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 53,614 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $1.22M.
Premier Path Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and held it in 6 quarters.
Premier Path Wealth Partners's Capital Group Core Plus Income ETF position peaked at $1.22M in Q3 2025.
309 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.