Wealthcare Capital Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Wealthcare Capital Management’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	$1.07M	Buy	47,924 +2,804	+6%	+$62.7K	0.1%	38
2026 Q1	$1.01M	Sell	45,120 -518	-1%	-$11.7K	0.1%	38
2025 Q4	$1.03M	Buy	45,638 +2,648	+6%	+$60.3K	0.1%	35
2025 Q3	$977K	Buy	42,990 +739	+2%	+$16.7K	0.1%	36
2025 Q2	$951K	Buy	42,251 +38	+0.1%	+$845	0.1%	35
2025 Q1	$948K	Buy	42,213 +12,649	+43%	+$283K	0.1%	38
2024 Q4	$656K	Buy	29,564 +2,038	+7%	+$46K	0.07%	49
2024 Q3	$636K	Buy	27,526 +649	+2%	+$14.8K	0.06%	49
2024 Q2	$597K	Buy	26,877 +2,915	+12%	+$64.7K	0.06%	50
2024 Q1	$538K	Buy	23,962 +1,931	+9%	+$43.4K	0.06%	48
2023 Q4	$500K	Buy	+22,031	New	+$481K	0.06%	52

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealthcare Capital Management's CGCP Position: Q2 2026 in Review

Wealthcare Capital Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.2% in Q2 2026, buying an estimated $62.7K and bringing the position to 47,924 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #38.

Wealthcare Capital Management first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Wealthcare Capital Management held 47,924 shares of Capital Group Core Plus Income ETF worth $1.07M as of Q2 2026.
Wealthcare Capital Management bought 2,804 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $62.7K.
Capital Group Core Plus Income ETF made up 0.1% of Wealthcare Capital Management's portfolio in Q2 2026, its #38 holding.
Wealthcare Capital Management first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.