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CGCP icon

TrueWealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

TrueWealth Advisors’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 		$1.16M Buy
52,074
+1,509
+3% +$33.8K 0.26% 77
2026
Q1 		$1.13M Buy
50,565
+4,861
+11% +$110K 0.28% 63
2025
Q4 		$1.03M Buy
45,704
+5,065
+12% +$115K 0.27% 67
2025
Q3 		$923K Buy
40,639
+341
+0.8% +$7.71K 0.25% 75
2025
Q2 		$907K Sell
40,298
-2,574
-6% -$57.2K 0.27% 68
2025
Q1 		$962K Sell
42,872
-4,265
-9% -$95.4K 0.32% 61
2024
Q4 		$1.05M Buy
47,137
+6,279
+15% +$142K 0.35% 63
2024
Q3 		$945K Buy
40,858
+6,619
+19% +$151K 0.32% 67
2024
Q2 		$761K Buy
34,239
+13,403
+64% +$297K 0.28% 73
2024
Q1 		$468K Buy
+20,836
New +$469K 0.18% 98

Other funds holding CGCP

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

TrueWealth Advisors's CGCP Position: Q2 2026 in Review

TrueWealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 3% in Q2 2026, buying an estimated $33.8K and bringing the position to 52,074 shares worth $1.16M. The position accounts for 0.26% of the portfolio, ranked #77.

TrueWealth Advisors first reported a position in CGCP in Q1 2024 and has held it in 10 quarters since. 50 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • TrueWealth Advisors held 52,074 shares of Capital Group Core Plus Income ETF worth $1.16M as of Q2 2026.
  • TrueWealth Advisors bought 1,509 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $33.8K.
  • Capital Group Core Plus Income ETF made up 0.26% of TrueWealth Advisors's portfolio in Q2 2026, its #77 holding.
  • TrueWealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 50 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.