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AlphaCore Capital’s Capital Group Core Bond ETF CGCB Stock Holding History

AlphaCore Capital’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
Q1 		$184K Sell
7,005
-12,574
-64% -$334K ﹤0.01% 858
2025
Q4 		$519K Buy
19,579
+13
+0.1% +$346 0.01% 596
2025
Q3 		$520K Buy
19,566
+8
+0% +$211 0.02% 438
2025
Q2 		$514K Buy
19,558
+9
+0% +$235 0.02% 367
2025
Q1 		$514K Buy
+19,549
New +$509K 0.04% 265

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AlphaCore Capital's CGCB Position: Q1 2026 in Review

AlphaCore Capital reduced its Capital Group Core Bond ETF (CGCB) stake by 64% in Q1 2026, selling an estimated $334K and leaving 7,005 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

AlphaCore Capital first reported a position in CGCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $520K in Q3 2025. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • AlphaCore Capital held 7,005 shares of Capital Group Core Bond ETF worth $184K as of Q1 2026.
  • AlphaCore Capital sold 12,574 Capital Group Core Bond ETF shares in Q1 2026, an estimated $334K.
  • Capital Group Core Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #858 holding.
  • AlphaCore Capital first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Capital Group Core Bond ETF position peaked at $520K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.