Wood Tarver Financial Group »

Capital Group Core Plus Inco shares owned by Wood Tarver Financial Group

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

Historical chart of Wood Tarver Financial Group 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 Wood Tarver Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Plus Inco by Wood Tarver Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $37M 1.6M 22.72
2025-06-30 $35M 1.6M 22.50
2025-03-31 $37M 1.6M 22.45
2024-12-31 $35M 1.6M 22.20

More positions owned by Wood Tarver Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)

View all positions for Wood Tarver Financial Group

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