Evergreen Wealth Solutions’s Capital Group Core Bond ETF CGCB Stock Holding History

Evergreen Wealth Solutions’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	$33.7M	Buy	1,297,322 +134,337	+12%	+$3.52M	1.76%	15
2026 Q1	$30.5M	Buy	1,162,985 +584,162	+101%	+$15.5M	2.16%	10
2025 Q4	$15.4M	Buy	578,823 +494,952	+590%	+$13.2M	2.14%	13
2025 Q3	$2.23M	Buy	83,871 +10,846	+15%	+$286K	1.26%	13
2025 Q2	$1.92M	Buy	73,025 +27,940	+62%	+$728K	1.16%	17
2025 Q1	$1.18M	Buy	45,085 +34,935	+344%	+$909K	0.8%	25
2024 Q4	$262K	Buy	+10,150	New	+$266K	0.18%	88

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

Evergreen Wealth Solutions's CGCB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group Core Bond ETF (CGCB) stake by 12% in Q2 2026, buying an estimated $3.52M and bringing the position to 1,297,322 shares worth $33.7M. The position accounts for 1.76% of the portfolio, ranked #15.

Evergreen Wealth Solutions first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Evergreen Wealth Solutions held 1,297,322 shares of Capital Group Core Bond ETF worth $33.7M as of Q2 2026.
Evergreen Wealth Solutions bought 134,337 Capital Group Core Bond ETF shares in Q2 2026, an estimated $3.52M.
Capital Group Core Bond ETF made up 1.76% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #15 holding.
Evergreen Wealth Solutions first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.