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

TrueWealth Financial Partners’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 		– Sell
-64,038
Closed -$1.45M – 68
2025
Q4 		$1.45M Buy
+64,038
New +$1.46M 1.2% 28

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Wells Fargo
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Envestnet Asset Management
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
P
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TrueWealth Financial Partners's CGCP Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 64,038 shares — an estimated $1.45M sold.

TrueWealth Financial Partners first reported a position in CGCP in Q4 2025 and held it in 1 quarter. The position peaked at $1.45M in Q4 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 64,038 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $1.45M.
  • TrueWealth Financial Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Capital Group Core Plus Income ETF position peaked at $1.45M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.