Gateway Wealth Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

Gateway Wealth Partners’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	$4.16M	Sell	158,933 -107,866	-40%	-$2.83M	0.25%	105
2026 Q1	$7.01M	Buy	266,799 +212,471	+391%	+$5.64M	0.27%	106
2025 Q4	$1.44M	Buy	54,328 +19,003	+54%	+$506K	0.16%	150
2025 Q3	$939K	Buy	35,325 +13,079	+59%	+$345K	0.13%	163
2025 Q2	$585K	Buy	22,246 +5,284	+31%	+$138K	0.11%	180
2025 Q1	$446K	Buy	16,962 +8,370	+97%	+$218K	0.1%	196
2024 Q4	$222K	Buy	+8,592	New	+$225K	0.06%	270

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 22.9% 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

Gateway Wealth Partners's CGCB Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Core Bond ETF (CGCB) stake by 40% in Q2 2026, selling an estimated $2.83M and leaving 158,933 shares worth $4.16M. The position accounts for 0.25% of the portfolio, ranked #105.

Gateway Wealth Partners first reported a position in CGCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.01M in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Gateway Wealth Partners held 158,933 shares of Capital Group Core Bond ETF worth $4.16M as of Q2 2026.
Gateway Wealth Partners sold 107,866 Capital Group Core Bond ETF shares in Q2 2026, an estimated $2.83M.
Capital Group Core Bond ETF made up 0.25% of Gateway Wealth Partners's portfolio in Q2 2026, its #105 holding.
Gateway Wealth Partners first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 7 quarters since.
Gateway Wealth Partners's Capital Group Core Bond ETF position peaked at $7.01M in Q1 2026.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.