Wealth Enhancement Advisory Services
CGCP icon

Wealth Enhancement Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Wealth Enhancement Advisory Services’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 		$29.8M Sell
1,328,773
-152,931
-10% -$3.46M 0.07% 286
2025
Q4 		$33.6M Buy
1,481,704
+118,729
+9% +$2.7M 0.05% 335
2025
Q3 		$31M Sell
1,362,975
-193,013
-12% -$4.36M 0.05% 332
2025
Q2 		$34.9M Buy
1,555,988
+2,625
+0.2% +$58.3K 0.06% 294
2025
Q1 		$34.9M Buy
1,553,363
+16,132
+1% +$361K 0.07% 268
2024
Q4 		$34.1M Buy
1,537,231
+1,077,556
+234% +$24.3M 0.07% 271
2024
Q3 		$10.6M Sell
459,675
-25,287
-5% -$578K 0.02% 498
2024
Q2 		$10.8M Buy
484,962
+44,535
+10% +$988K 0.03% 468
2024
Q1 		$9.89M Buy
440,427
+164,676
+60% +$3.7M 0.03% 481
2023
Q4 		$6.26M Sell
275,751
-177,268
-39% -$3.87M 0.02% 552
2023
Q3 		$9.74M Buy
+453,019
New +$9.98M 0.03% 420

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