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Synergy Investment Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Synergy Investment Management’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
Q2 		$64K Hold
2,871
– – 0.02% 337
2026
Q1 		$64.1K Buy
+2,871
New +$65K 0.02% 252
2025
Q2 		– Sell
-6,980
Closed -$157K – 147
2025
Q1 		$157K Hold
6,980
– – 0.07% 141
2024
Q4 		$155K Buy
+6,980
New +$158K 0.07% 142

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

Synergy Investment Management's CGCP Position: Q2 2026 in Review

Synergy Investment Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 2,871 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #337.

Synergy Investment Management first reported a position in CGCP in Q4 2024 and has held it in 4 quarters since. The position peaked at $157K in Q1 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Synergy Investment Management held 2,871 shares of Capital Group Core Plus Income ETF worth $64K as of Q2 2026.
  • Synergy Investment Management left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
  • Capital Group Core Plus Income ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #337 holding.
  • Synergy Investment Management first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Capital Group Core Plus Income ETF position peaked at $157K in Q1 2025.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.