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 Q3	$1.99M	Sell	79,604 -25,370	-24%	-$654K	0.1%	151
2026 Q2	$2.75M	Buy	104,974 +4,544	+5%	+$119K	0.14%	119
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 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

Berger Financial Group's CGCB Position: Q3 2026 in Review

Berger Financial Group reduced its Capital Group Core Bond ETF (CGCB) stake by 24% in Q3 2026, selling an estimated $654K and leaving 79,604 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #151.

Berger Financial Group first reported a position in CGCB in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.75M in Q2 2026. 246 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Berger Financial Group held 79,604 shares of Capital Group Core Bond ETF worth $1.99M as of Q3 2026.
Berger Financial Group sold 25,370 Capital Group Core Bond ETF shares in Q3 2026, an estimated $654K.
Capital Group Core Bond ETF made up 0.1% of Berger Financial Group's portfolio in Q3 2026, its #151 holding.
Berger Financial Group first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 7 quarters since.
Berger Financial Group's Capital Group Core Bond ETF position peaked at $2.75M in Q2 2026.
246 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.