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

Ridgeline Wealth Planning’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	$477K	Buy	22,514 +4,484	+25%	+$98.3K	0.27%	32
2026 Q2	$402K	Sell	18,030 -356	-2%	-$7.96K	0.25%	35
2026 Q1	$411K	Buy	18,386 +966	+6%	+$21.9K	0.3%	34
2025 Q4	$394K	Buy	17,420 +555	+3%	+$12.6K	0.28%	34
2025 Q3	$383K	Buy	16,865 +418	+3%	+$9.45K	0.29%	31
2025 Q2	$370K	Sell	16,447 -296	-2%	-$6.58K	0.3%	30
2025 Q1	$376K	Sell	16,743 -766	-4%	-$17.1K	0.37%	26
2024 Q4	$389K	Buy	+17,509	New	+$395K	0.37%	26

Other funds holding CGCP

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Ridgeline Wealth Planning's CGCP Position: Q3 2026 in Review

Ridgeline Wealth Planning increased its Capital Group Core Plus Income ETF (CGCP) stake by 25% in Q3 2026, buying an estimated $98.3K and bringing the position to 22,514 shares worth $477K. The position accounts for 0.27% of the portfolio, ranked #32.

Ridgeline Wealth Planning first reported a position in CGCP in Q4 2024 and has held it in 8 quarters since. 307 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Ridgeline Wealth Planning held 22,514 shares of Capital Group Core Plus Income ETF worth $477K as of Q3 2026.
Ridgeline Wealth Planning bought 4,484 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $98.3K.
Capital Group Core Plus Income ETF made up 0.27% of Ridgeline Wealth Planning's portfolio in Q3 2026, its #32 holding.
Ridgeline Wealth Planning first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 8 quarters since.
307 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.