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

Meridian 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 Q3	$2.04M	Hold	81,832	–	–	0.06%	266
2026 Q2	$2.14M	Sell	81,832 -17,000	-17%	-$446K	0.07%	245
2026 Q1	$2.6M	Sell	98,832 -126	-0.1%	-$3.35K	0.09%	192
2025 Q4	$2.62M	Buy	98,958 +28,928	+41%	+$771K	0.09%	189
2025 Q3	$1.86M	Buy	70,030 +13,133	+23%	+$346K	0.07%	228
2025 Q2	$1.5M	Sell	56,897 -1,888	-3%	-$49.2K	0.06%	239
2025 Q1	$1.54M	Hold	58,785	–	–	0.07%	209
2024 Q4	$1.52M	Buy	58,785 +1,888	+3%	+$49.5K	0.07%	221
2024 Q3	$1.53M	Hold	56,897	–	–	0.08%	212
2024 Q2	$1.47M	Buy	+56,897	New	+$1.46M	0.18%	96
2024 Q1	–	Sell	-56,897	Closed	-$1.5M	–	237
2023 Q4	$1.5M	Buy	+56,897	New	+$1.44M	0.1%	201

Other funds holding CGCB

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Meridian Wealth Management's CGCB Position: Q3 2026 in Review

Meridian Wealth Management held its Capital Group Core Bond ETF (CGCB) position steady in Q3 2026 at 81,832 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #266.

Meridian Wealth Management first reported a position in CGCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2025. 246 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Meridian Wealth Management held 81,832 shares of Capital Group Core Bond ETF worth $2.04M as of Q3 2026.
Meridian Wealth Management left its Capital Group Core Bond ETF share count unchanged in Q3 2026.
Capital Group Core Bond ETF made up 0.06% of Meridian Wealth Management's portfolio in Q3 2026, its #266 holding.
Meridian Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 11 quarters since.
Meridian Wealth Management's Capital Group Core Bond ETF position peaked at $2.62M in Q4 2025.
246 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.