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

Cannon Wealth Management Services’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	$8.14M	Buy	311,032 +49,125	+19%	+$1.29M	4.46%	6
2026 Q1	$6.88M	Buy	261,907 +9,691	+4%	+$257K	4.65%	5
2025 Q4	$6.69M	Buy	252,216 +27,816	+12%	+$741K	4.72%	5
2025 Q3	$5.96M	Buy	224,400 +8,980	+4%	+$237K	4.52%	6
2025 Q2	$5.67M	Buy	215,420 +6,165	+3%	+$161K	4.63%	6
2025 Q1	$5.47M	Buy	209,255 +9,627	+5%	+$250K	4.88%	6
2024 Q4	$5.16M	Buy	199,628 +41,765	+26%	+$1.1M	4.45%	6
2024 Q3	$4.25M	Buy	+157,863	New	+$4.2M	3.89%	8

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

Cannon Wealth Management Services's CGCB Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Capital Group Core Bond ETF (CGCB) stake by 19% in Q2 2026, buying an estimated $1.29M and bringing the position to 311,032 shares worth $8.14M. The position accounts for 4.46% of the portfolio, ranked #6.

Cannon Wealth Management Services first reported a position in CGCB in Q3 2024 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Cannon Wealth Management Services held 311,032 shares of Capital Group Core Bond ETF worth $8.14M as of Q2 2026.
Cannon Wealth Management Services bought 49,125 Capital Group Core Bond ETF shares in Q2 2026, an estimated $1.29M.
Capital Group Core Bond ETF made up 4.46% of Cannon Wealth Management Services's portfolio in Q2 2026, its #6 holding.
Cannon Wealth Management Services first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.