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Capital Group Core Plus Inco shares owned by 5T Wealth

Quarter-by-quarter ownership of Capital Group Core Plus Inco (CGCP) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in Capital Group Core Plus Inco

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Plus Inco held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Plus Inco by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 55k 22.72
2025-06-30 $987k 44k 22.50
2025-03-31 $812k 36k 22.45
2024-12-31 $755k 34k 22.20

More positions owned by 5T Wealth

Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Capital Group Core Plus Inco

Capital Research and Management Company - Division 3
LPL Financial
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Johnson Bixby & Associates
Cetera Investment Advisers
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
WNY Asset Management
Janney Montgomery Scott
Wiley Bros.-aintree Capital
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Capital Group Core Plus Inco