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Capital Group Core Plus Inco shares owned by Forge Financial Services

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

Historical chart of Forge Financial Services 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 Forge Financial Services 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 Forge Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 122k 22.79
2025-06-30 $2.7M 121k 22.27
2025-03-31 $2.8M 123k 22.45
2024-12-31 $2.7M 123k 22.32

More positions owned by Forge Financial Services

First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
T Rowe Price Etf Cap Appreciation (TCAF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchange-traded SHS (FDL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Forge Financial Services

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