WR Wealth Planners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

WR Wealth Planners’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
2024 Q4	$141K	Sell	6,346 -6,625	-51%	-$150K	0.05%	191
2024 Q3	$300K	Buy	12,971 +283	+2%	+$6.46K	0.08%	146
2024 Q2	$282K	Sell	12,688 -3	-0%	-$67	0.09%	140
2024 Q1	$285K	Buy	+12,691	New	+$285K	0.09%	138
2023 Q4	–	Sell	-9,477	Closed	-$204K	–	286
2023 Q3	$204K	Sell	9,477 -189	-2%	-$4.17K	0.08%	166
2023 Q2	$215K	Hold	9,666	–	–	0.08%	160
2023 Q1	$220K	Sell	9,666 -150	-2%	-$3.39K	0.1%	146
2022 Q4	$219K	Buy	9,816 +2,635	+37%	+$58.5K	0.13%	108
2022 Q3	$157K	Buy	7,181 +5,418	+307%	+$126K	0.11%	109
2022 Q2	$41K	Buy	+1,763	New	+$42.3K	0.03%	187

Other funds holding CGCP

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WR Wealth Planners's CGCP Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 51% in Q4 2024, selling an estimated $150K and leaving 6,346 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #191.

WR Wealth Planners first reported a position in CGCP in Q2 2022 and has held it in 10 quarters since. The position peaked at $300K in Q3 2024. 239 funds tracked by Wall St. Rank hold CGCP as of Q4 2024.

WR Wealth Planners held 6,346 shares of Capital Group Core Plus Income ETF worth $141K as of Q4 2024.
WR Wealth Planners sold 6,625 Capital Group Core Plus Income ETF shares in Q4 2024, an estimated $150K.
Capital Group Core Plus Income ETF made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #191 holding.
WR Wealth Planners first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 10 quarters since.
WR Wealth Planners's Capital Group Core Plus Income ETF position peaked at $300K in Q3 2024.
239 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.