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

Trinity 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 Q3	$2.03M	Buy	95,772 +7,826	+9%	+$172K	0.64%	37
2026 Q2	$1.96M	Buy	87,946 +15,280	+21%	+$342K	0.62%	35
2026 Q1	$1.62M	Buy	72,666 +8,019	+12%	+$182K	0.6%	31
2025 Q4	$1.46M	Buy	64,647 +4,497	+7%	+$102K	0.54%	31
2025 Q3	$1.37M	Buy	60,150 +5,094	+9%	+$115K	0.51%	32
2025 Q2	$1.24M	Buy	55,056 +29,839	+118%	+$663K	0.49%	32
2025 Q1	$566K	Buy	25,217 +7,362	+41%	+$165K	0.26%	38
2024 Q4	$396K	Buy	17,855 +3,908	+28%	+$88.2K	0.18%	40
2024 Q3	$322K	Buy	+13,947	New	+$319K	0.15%	42

Other funds holding CGCP

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Trinity Wealth Management's CGCP Position: Q3 2026 in Review

Trinity Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.9% in Q3 2026, buying an estimated $172K and bringing the position to 95,772 shares worth $2.03M. The position accounts for 0.64% of the portfolio, ranked #37.

Trinity Wealth Management first reported a position in CGCP in Q3 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Trinity Wealth Management held 95,772 shares of Capital Group Core Plus Income ETF worth $2.03M as of Q3 2026.
Trinity Wealth Management bought 7,826 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $172K.
Capital Group Core Plus Income ETF made up 0.64% of Trinity Wealth Management's portfolio in Q3 2026, its #37 holding.
Trinity Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.