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Vermillion & White Wealth Management Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Vermillion & White Wealth Management Group’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
-2,495
Closed -$56.5K – 143
2025
Q4 		$56.5K Sell
2,495
-4
-0.2% -$91 0.03% 142
2025
Q3 		$56.8K Buy
2,499
+30
+1% +$678 0.03% 140
2025
Q2 		$55.6K Buy
2,469
+108
+5% +$2.4K 0.04% 130
2025
Q1 		$53K Buy
+2,361
New +$52.8K 0.04% 125

Other funds holding CGCP

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vermillion & White Wealth Management Group's CGCP Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 2,495 shares — an estimated $56.5K sold.

Vermillion & White Wealth Management Group first reported a position in CGCP in Q1 2025 and held it in 4 quarters. The position peaked at $56.8K in Q3 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 2,495 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $56.5K.
  • Vermillion & White Wealth Management Group first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Capital Group Core Plus Income ETF position peaked at $56.8K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.