Seamount Financial Group
CGCP icon

Seamount Financial Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Seamount Financial Group’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 		$637K Buy
30,101
+20,107
+201% +$441K 0.25% 85
2026
Q2 		$223K Buy
+9,994
New +$224K 0.09% 134
2025
Q2 		– Sell
-9,604
Closed -$216K – 131
2025
Q1 		$216K Sell
9,604
-67
-0.7% -$1.5K 0.15% 97
2024
Q4 		$215K Buy
+9,671
New +$218K 0.15% 99

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Seamount Financial Group's CGCP Position: Q3 2026 in Review

Seamount Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 201% in Q3 2026, buying an estimated $441K and bringing the position to 30,101 shares worth $637K. The position accounts for 0.25% of the portfolio, ranked #85.

Seamount Financial Group first reported a position in CGCP in Q4 2024 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Seamount Financial Group held 30,101 shares of Capital Group Core Plus Income ETF worth $637K as of Q3 2026.
  • Seamount Financial Group bought 20,107 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $441K.
  • Capital Group Core Plus Income ETF made up 0.25% of Seamount Financial Group's portfolio in Q3 2026, its #85 holding.
  • Seamount Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.