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Capital Group Core Plus Inco shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $282k 13k 22.22
2024-03-31 $285k 13k 22.46
2023-09-30 $204k 9.5k 21.50
2023-06-30 $215k 9.7k 22.26
2023-03-31 $220k 9.7k 22.79

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Capital Group Core Plus Inco

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

View all funds holding Capital Group Core Plus Inco