Jim Simons
CGCB icon

Jim Simons’s Capital Group Core Bond ETF CGCB Stock Holding History

Jim Simons’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
Q1 		$572K Buy
+21,800
New +$579K ﹤0.01% 2547
2025
Q4 		– Sell
-12,700
Closed -$338K – 3287
2025
Q3 		$338K Buy
+12,700
New +$335K ﹤0.01% 2955
2024
Q4 		– Sell
-12,400
Closed -$334K – 3600
2024
Q3 		$334K Buy
+12,400
New +$330K ﹤0.01% 2942

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jim Simons's CGCB Position: Q1 2026 in Review

Jim Simons opened a new position in Capital Group Core Bond ETF (CGCB) in Q1 2026: 21,800 shares worth $572K. The stake represents ﹤0.01% of the portfolio and ranks #2547 among its holdings. This is a return to the name: Jim Simons previously reported a position in CGCB as recently as Q3 2025.

Jim Simons first reported a position in CGCB in Q3 2024 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Jim Simons held 21,800 shares of Capital Group Core Bond ETF worth $572K as of Q1 2026.
  • Capital Group Core Bond ETF was a new Jim Simons position in Q1 2026.
  • Capital Group Core Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2547 holding.
  • Jim Simons first reported a position in Capital Group Core Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.