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

Geneos 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 Q2	$225K	Buy	8,579 +2,729	+47%	+$71.6K	﹤0.01%	949
2026 Q1	$154K	Sell	5,850 -1,020	-15%	-$27.1K	﹤0.01%	1042
2025 Q4	$182K	Buy	6,870 +1,799	+35%	+$47.9K	﹤0.01%	954
2025 Q3	$135K	Sell	5,071 -371,624	-99%	-$9.8M	﹤0.01%	1026
2025 Q2	$9.91M	Buy	376,695 +238,923	+173%	+$6.23M	0.24%	99
2025 Q1	$3.62M	Buy	+137,772	New	+$3.58M	0.12%	201

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

Geneos Wealth Management's CGCB Position: Q2 2026 in Review

Geneos Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 47% in Q2 2026, buying an estimated $71.6K and bringing the position to 8,579 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Geneos Wealth Management first reported a position in CGCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.91M in Q2 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Geneos Wealth Management held 8,579 shares of Capital Group Core Bond ETF worth $225K as of Q2 2026.
Geneos Wealth Management bought 2,729 Capital Group Core Bond ETF shares in Q2 2026, an estimated $71.6K.
Capital Group Core Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #949 holding.
Geneos Wealth Management first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 6 quarters since.
Geneos Wealth Management's Capital Group Core Bond ETF position peaked at $9.91M in Q2 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.