Global Retirement Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

Global Retirement 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	$11.1M	Buy	+422,672	New	+$11.1M	0.17%	114
2025 Q4	$7.68M	Buy	289,676 +114,357	+65%	+$3.05M	0.14%	141
2025 Q3	$4.66M	Buy	175,319 +92,356	+111%	+$2.44M	0.1%	180
2025 Q2	$2.18M	Buy	+82,963	New	+$2.16M	0.05%	318
2024 Q4	$189K	Buy	7,332 +1,421	+24%	+$37.3K	0.01%	982
2024 Q3	$159K	Buy	+5,911	New	+$157K	﹤0.01%	1011

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

Global Retirement Partners's CGCB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Core Bond ETF (CGCB) in Q2 2026: 422,672 shares worth $11.1M. The stake represents 0.17% of the portfolio and ranks #114 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGCB as recently as Q4 2025.

Global Retirement Partners first reported a position in CGCB in Q3 2024 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Global Retirement Partners held 422,672 shares of Capital Group Core Bond ETF worth $11.1M as of Q2 2026.
Capital Group Core Bond ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group Core Bond ETF made up 0.17% of Global Retirement Partners's portfolio in Q2 2026, its #114 holding.
Global Retirement Partners first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 6 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.