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Berger Financial Group’s Capital Group Core Bond ETF CGCB Stock Holding History

Berger Financial Group’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 		$2.64M Buy
100,430
+2,895
+3% +$76.9K 0.15% 120
2025
Q4 		$2.59M Buy
97,535
+12,961
+15% +$345K 0.15% 121
2025
Q3 		$2.25M Buy
84,574
+13,130
+18% +$346K 0.13% 130
2025
Q2 		$1.88M Buy
71,444
+9,133
+15% +$238K 0.12% 135
2025
Q1 		$1.64M Buy
+62,311
New +$1.62M 0.11% 139

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

Berger Financial Group's CGCB Position: Q1 2026 in Review

Berger Financial Group increased its Capital Group Core Bond ETF (CGCB) stake by 3% in Q1 2026, buying an estimated $76.9K and bringing the position to 100,430 shares worth $2.64M. The position accounts for 0.15% of the portfolio, ranked #120.

Berger Financial Group first reported a position in CGCB in Q1 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Berger Financial Group held 100,430 shares of Capital Group Core Bond ETF worth $2.64M as of Q1 2026.
  • Berger Financial Group bought 2,895 Capital Group Core Bond ETF shares in Q1 2026, an estimated $76.9K.
  • Capital Group Core Bond ETF made up 0.15% of Berger Financial Group's portfolio in Q1 2026, its #120 holding.
  • Berger Financial Group first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.