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

Apollon 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 Q3	$8.43M	Buy	337,458 +116,033	+52%	+$2.99M	0.1%	179
2026 Q2	$5.8M	Buy	221,425 +6,105	+3%	+$160K	0.07%	234
2026 Q1	$5.65M	Buy	215,320 +67,099	+45%	+$1.78M	0.09%	195
2025 Q4	$3.93M	Buy	148,221 +1,179	+0.8%	+$31.4K	0.07%	243
2025 Q3	$3.91M	Buy	147,042 +118,744	+420%	+$3.13M	0.07%	238
2025 Q2	$744K	Buy	+28,298	New	+$738K	0.01%	642

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Apollon Wealth Management's CGCB Position: Q3 2026 in Review

Apollon Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 52% in Q3 2026, buying an estimated $2.99M and bringing the position to 337,458 shares worth $8.43M. The position accounts for 0.1% of the portfolio, ranked #179.

Apollon Wealth Management first reported a position in CGCB in Q2 2025 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Apollon Wealth Management held 337,458 shares of Capital Group Core Bond ETF worth $8.43M as of Q3 2026.
Apollon Wealth Management bought 116,033 Capital Group Core Bond ETF shares in Q3 2026, an estimated $2.99M.
Capital Group Core Bond ETF made up 0.1% of Apollon Wealth Management's portfolio in Q3 2026, its #179 holding.
Apollon Wealth Management first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.