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Capital Group Core Plus Inco shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 516k 22.72
2025-06-30 $11M 484k 22.50
2025-03-31 $11M 495k 22.45

More positions owned by Convergence Financial

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Technology (XLK)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Capital Group Core Plus Inco

Capital Research and Management Company - Division 3
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
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
Souders Financial Advisors
Mml Investors Services

View all funds holding Capital Group Core Plus Inco