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Gerber Kawasaki Wealth & Investment Management’s Capital Group Core Bond ETF CGCB Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$452K Sell
17,278
-7,387
-30% -$194K 0.01% 245
2026
Q1 		$648K Buy
24,665
+104
+0.4% +$2.76K 0.02% 193
2025
Q4 		$651K Buy
+24,561
New +$655K 0.02% 190

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGCB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Capital Group Core Bond ETF (CGCB) stake by 30% in Q2 2026, selling an estimated $194K and leaving 17,278 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #245.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $651K in Q4 2025. 209 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 17,278 shares of Capital Group Core Bond ETF worth $452K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 7,387 Capital Group Core Bond ETF shares in Q2 2026, an estimated $194K.
  • Capital Group Core Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #245 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Core Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Capital Group Core Bond ETF position peaked at $651K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.