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Capital Group Core Plus Inco shares owned by Core Wealth Partners

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

Historical chart of Core Wealth Partners 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 Core Wealth Partners 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 Core Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 202k 23.12
2024-03-31 $443k 20k 22.46

More positions owned by Core Wealth Partners

Apple (AAPL)
Rockwell Automation (ROK)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Skyworks Solutions (SWKS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ametek (AME)
NVIDIA Corporation (NVDA)
Ishares Tr Short Treas Bd (SHV)
Costco Wholesale Corporation (COST)
Johnson & Johnson (JNJ)

View all positions for Core Wealth Partners

Top funds holding Capital Group Core Plus Inco

Capital Research and Management Company - Division 3
Wells Fargo & Company
LPL Financial
Johnson Bixby & Associates
Envestnet Asset Management
Morgan Stanley
WNY Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James & Associates
Souders Financial Advisors
Mml Investors Services
Janney Montgomery Scott
Royal Bank of Canada

View all funds holding Capital Group Core Plus Inco