Superior Planning, LLC’s Capital Group Core Bond ETF CGCB Stock Holding History

Superior Planning, LLC’s Portfolio CGCB Stock Details CGCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.1K	Buy	+526	New	+$13.6K	0.01%	827

Other funds holding CGCB

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Superior Planning, LLC's CGCB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Core Bond ETF (CGCB) in Q3 2026: 526 shares worth $13.1K. The stake represents 0.01% of the portfolio and ranks #827 among its holdings.

215 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Superior Planning, LLC held 526 shares of Capital Group Core Bond ETF worth $13.1K as of Q3 2026.
Capital Group Core Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Core Bond ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #827 holding.
215 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.