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 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 $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Apollon Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 2.8% in Q2 2026, buying an estimated $160K and bringing the position to 221,425 shares worth $5.8M. The position accounts for 0.07% of the portfolio, ranked #234.

Apollon Wealth Management first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Apollon Wealth Management held 221,425 shares of Capital Group Core Bond ETF worth $5.8M as of Q2 2026.
Apollon Wealth Management bought 6,105 Capital Group Core Bond ETF shares in Q2 2026, an estimated $160K.
Capital Group Core Bond ETF made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #234 holding.
Apollon Wealth Management first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.