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

Tribridge Partners Financial’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	$15.1M	Sell	685,314 -7,478	-1%	-$167K	5.92%	7
2026 Q1	$15.5M	Buy	692,792 +14,174	+2%	+$321K	6.42%	6
2025 Q4	$15.4M	Buy	678,618 +88,586	+15%	+$2.02M	6.45%	6
2025 Q3	$13.4M	Buy	590,032 +111,601	+23%	+$2.52M	6.18%	6
2025 Q2	$10.8M	Buy	+478,431	New	+$10.6M	6.32%	6

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

Tribridge Partners Financial's CGCP Position: Q2 2026 in Review

Tribridge Partners Financial reduced its Capital Group Core Plus Income ETF (CGCP) stake by 1.1% in Q2 2026, selling an estimated $167K and leaving 685,314 shares worth $15.1M. The position accounts for 5.92% of the portfolio, ranked #7.

Tribridge Partners Financial first reported a position in CGCP in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.5M in Q1 2026. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Tribridge Partners Financial held 685,314 shares of Capital Group Core Plus Income ETF worth $15.1M as of Q2 2026.
Tribridge Partners Financial sold 7,478 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $167K.
Capital Group Core Plus Income ETF made up 5.92% of Tribridge Partners Financial's portfolio in Q2 2026, its #7 holding.
Tribridge Partners Financial first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 5 quarters since.
Tribridge Partners Financial's Capital Group Core Plus Income ETF position peaked at $15.5M in Q1 2026.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.