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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.98M Buy
178,443
+10,787
+6% +$241K 0.13% 160
2026
Q1
$3.75M Buy
167,656
+40,583
+32% +$919K 0.14% 141
2025
Q4
$2.88M Buy
127,073
+4,674
+4% +$106K 0.13% 161
2025
Q3
$2.78M Buy
122,399
+154
+0.1% +$3.48K 0.15% 146
2025
Q2
$2.75M Sell
122,245
-13,880
-10% -$309K 0.16% 125
2025
Q1
$3.06M Buy
136,125
+6,025
+5% +$135K 0.2% 102
2024
Q4
$2.89M Buy
130,100
+44,935
+53% +$1.01M 0.15% 131
2024
Q3
$1.97M Buy
85,165
+26,669
+46% +$609K 0.11% 186
2024
Q2
$1.3M Buy
58,496
+28,338
+94% +$629K 0.1% 187
2024
Q1
$677K Buy
30,158
+14,013
+87% +$315K 0.05% 299
2023
Q4
$366K Buy
+16,145
New +$352K 0.03% 495

Other funds holding CGCP

Western Wealth Management's CGCP Position: Q2 2026 in Review

Western Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.4% in Q2 2026, buying an estimated $241K and bringing the position to 178,443 shares worth $3.98M. The position accounts for 0.13% of the portfolio, ranked #160.

Western Wealth Management first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Western Wealth Management held 178,443 shares of Capital Group Core Plus Income ETF worth $3.98M as of Q2 2026.
  • Western Wealth Management bought 10,787 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $241K.
  • Capital Group Core Plus Income ETF made up 0.13% of Western Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Western Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.