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TCFG Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

TCFG Wealth 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
Q1 		$1.13M Buy
50,746
+2,056
+4% +$46.6K 0.42% 53
2025
Q4 		$1.1M Buy
48,690
+22,915
+89% +$521K 0.43% 56
2025
Q3 		$586K Buy
+25,775
New +$582K 0.23% 110

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCFG Wealth Management's CGCP Position: Q1 2026 in Review

TCFG Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 4.2% in Q1 2026, buying an estimated $46.6K and bringing the position to 50,746 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #53.

TCFG Wealth Management first reported a position in CGCP in Q3 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • TCFG Wealth Management held 50,746 shares of Capital Group Core Plus Income ETF worth $1.13M as of Q1 2026.
  • TCFG Wealth Management bought 2,056 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $46.6K.
  • Capital Group Core Plus Income ETF made up 0.42% of TCFG Wealth Management's portfolio in Q1 2026, its #53 holding.
  • TCFG Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.