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

Cornerstone 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 Q3	$1.05M	Buy	41,975 +2,547	+6%	+$65.7K	0.04%	329
2026 Q2	$1.03M	Sell	39,428 -1,915	-5%	-$50.2K	0.04%	333
2026 Q1	$1.09M	Buy	41,343 +6,791	+20%	+$180K	0.05%	300
2025 Q4	$916K	Buy	34,552 +5,600	+19%	+$149K	0.05%	305
2025 Q3	$770K	Buy	28,952 +5,456	+23%	+$144K	0.04%	329
2025 Q2	$618K	Sell	23,496 -235	-1%	-$6.12K	0.04%	348
2025 Q1	$624K	Buy	23,731 +9,784	+70%	+$255K	0.04%	327
2024 Q4	$360K	Buy	+13,947	New	+$366K	0.02%	427

Other funds holding CGCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Cornerstone Wealth Management's CGCB Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 6.5% in Q3 2026, buying an estimated $65.7K and bringing the position to 41,975 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #329.

Cornerstone Wealth Management first reported a position in CGCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q1 2026. 181 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Cornerstone Wealth Management held 41,975 shares of Capital Group Core Bond ETF worth $1.05M as of Q3 2026.
Cornerstone Wealth Management bought 2,547 Capital Group Core Bond ETF shares in Q3 2026, an estimated $65.7K.
Capital Group Core Bond ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #329 holding.
Cornerstone Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Wealth Management's Capital Group Core Bond ETF position peaked at $1.09M in Q1 2026.
181 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.