SEC 13F Intelligence

Wise Wealth Partners / CGCP

Wise Wealth Partners’s Capital Grp Fixed Incm Etf T Position

Does Wise Wealth Partners own Capital Grp Fixed Incm Etf T (CGCP)? Yes — 58.2K shares worth $1M (+1.76% of its 13F portfolio) as of Q1 2026, down from 58.8K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
58.2K
% of Portfolio
+1.76%
Quarters Held
5
currently held

Position History CGCP

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202658.2K$1M+1.76%
Q4 202558.8K$1M+1.91%
Q3 202559.8K$1M+2.07%
Q1 2025110.5K$2M+5.92%
Q4 202486.2K$2M+4.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wise Wealth Partners’s full portfolio or all institutional holders of CGCP.