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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
Q3 		$1.2M Buy
56,512
+4,438
+9% +$97.3K 0.27% 68
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Midwest Heritage Bank
Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TrueWealth Advisors's CGCP Position: Q3 2026 in Review

TrueWealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.5% in Q3 2026, buying an estimated $97.3K and bringing the position to 56,512 shares worth $1.2M. The position accounts for 0.27% of the portfolio, ranked #68.

TrueWealth Advisors first reported a position in CGCP in Q1 2024 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • TrueWealth Advisors held 56,512 shares of Capital Group Core Plus Income ETF worth $1.2M as of Q3 2026.
  • TrueWealth Advisors bought 4,438 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $97.3K.
  • Capital Group Core Plus Income ETF made up 0.27% of TrueWealth Advisors's portfolio in Q3 2026, its #68 holding.
  • TrueWealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 11 quarters since.
  • 138 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.