CGCP CAPITAL GROUP CORE PLUS INCO

Ownership history in Johnson Bixby & Associates, LLC  ·  16 quarters on record

AI Ownership Summary

Johnson Bixby & Associates, LLC reported CAPITAL GROUP CORE PLUS INCO (CGCP) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 18.59% in 2025 Q1. The latest visible filing shows CGCP at 2.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Johnson Bixby & Associates, LLC's position in CAPITAL GROUP CORE PLUS INCO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGCP was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.59% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Johnson Bixby & Associates, LLC held CGCP — position size vs. price
% of Fund (quarterly)    CGCP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 775,621 -107,805 -12.2% 2.15% $17.3M 2026-04-16 $22.51
2025 Q4 REDUCED 883,426 -4,928,476 -84.8% 2.48% $20.0M 2026-01-14 $22.49
2025 Q3 ADDED 5,811,902 +180,227 +3.2% 16.92% $132.0M 2025-10-16 $22.35
2025 Q2 ADDED 5,631,675 +94,691 +1.7% 17.40% $126.7M 2025-07-17 $21.47
2025 Q1 ADDED 5,536,984 +1,134,805 +25.8% 18.59% $124.3M 2025-04-23 $21.03
2024 Q4 ADDED 4,402,179 +337,128 +8.3% 14.91% $97.7M 2025-01-21 $20.94
2024 Q3 ADDED 4,065,051 +388,649 +10.6% 14.32% $94.0M 2024-10-10 $21.11
2024 Q2 ADDED 3,676,402 +351,363 +10.6% 13.68% $81.7M 2024-07-19 $20.62
2024 Q1 ADDED 3,325,039 +404,967 +13.9% 12.98% $74.7M 2024-04-22 $19.85
2023 Q4 ADDED 2,920,072 +258,491 +9.7% 12.51% $66.3M 2024-01-18 $20.11
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Johnson Bixby & Associates, LLC and CGCP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Johnson Bixby & Associates, LLC reported owning CGCP?

Johnson Bixby & Associates, LLC reported CGCP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGCP position in Johnson Bixby & Associates, LLC's portfolio?

The largest reported portfolio weight for CGCP was 18.59% in 2025 Q1.

What is the latest reported CGCP position on this page?

The most recent filing on this page is 2026 Q1, when Johnson Bixby & Associates, LLC reported 775,621 shares, equal to 2.15% of portfolio, with an estimated market value of $17.3M.

What does the chart on this CGCP ownership page compare?

The chart compares Johnson Bixby & Associates, LLC's quarterly CGCP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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