AE Wealth Management
CGCB icon

AE Wealth Management’s Capital Group Core Bond ETF CGCB Stock Holding History

AE Wealth Management’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
Q2 		– Sell
-2,802
Closed -$73.6K – 2684
2026
Q1 		$73.6K Buy
+2,802
New +$74.4K ﹤0.01% 1877

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Capital International Investors
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AE Wealth Management's CGCB Position: Q2 2026 in Review

AE Wealth Management sold out of Capital Group Core Bond ETF (CGCB) in Q2 2026, closing a stake of 2,802 shares — an estimated $73.6K sold.

AE Wealth Management first reported a position in CGCB in Q1 2026 and held it in 1 quarter. The position peaked at $73.6K in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • AE Wealth Management reported no remaining Capital Group Core Bond ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 2,802 Capital Group Core Bond ETF shares in Q2 2026, an estimated $73.6K.
  • AE Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Capital Group Core Bond ETF position peaked at $73.6K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.