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

Congress 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
2025
Q2 		$1.85M Buy
70,156
+3,716
+6% +$96.9K 0.02% 569
2025
Q1 		$1.74M Buy
+66,440
New +$1.73M 0.02% 523

Other funds holding CGCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Congress Wealth Management's CGCB Position: Q2 2025 in Review

Congress Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 5.6% in Q2 2025, buying an estimated $96.9K and bringing the position to 70,156 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #569.

Congress Wealth Management first reported a position in CGCB in Q1 2025 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold CGCB as of Q2 2025.

  • Congress Wealth Management held 70,156 shares of Capital Group Core Bond ETF worth $1.85M as of Q2 2025.
  • Congress Wealth Management bought 3,716 Capital Group Core Bond ETF shares in Q2 2025, an estimated $96.9K.
  • Capital Group Core Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #569 holding.
  • Congress Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.