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

Golden State 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	$19.6K	Buy	+750	New	+$19.7K	﹤0.01%	954

Other funds holding CGCB

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

NerdWallet Wealth Partners New York $290M AUM 17.69% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

Golden State Wealth Management's CGCB Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Capital Group Core Bond ETF (CGCB) in Q2 2026: 750 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings.

64 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Golden State Wealth Management held 750 shares of Capital Group Core Bond ETF worth $19.6K as of Q2 2026.
Capital Group Core Bond ETF was a new Golden State Wealth Management position in Q2 2026.
Capital Group Core Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #954 holding.
64 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.