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Capital Group Core Plus Inco shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $14M 600k 22.64

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Vanguard Index Fds Growth Etf (VUG)
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Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

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
Northwestern Mutual Wealth Management Company
Raymond James Financial
UBS Group
Janney Montgomery Scott
WNY Asset Management
Commonwealth Equity Services
Wiley Bros.-aintree Capital
Royal Bank of Canada
Souders Financial Advisors
Mml Investors Services

View all funds holding Capital Group Core Plus Inco