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 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 $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

Meridian Wealth Management's CGCB Position: Q2 2026 in Review

Meridian Wealth Management reduced its Capital Group Core Bond ETF (CGCB) stake by 17% in Q2 2026, selling an estimated $446K and leaving 81,832 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #245.

Meridian Wealth Management first reported a position in CGCB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.62M in Q4 2025. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Meridian Wealth Management held 81,832 shares of Capital Group Core Bond ETF worth $2.14M as of Q2 2026.
Meridian Wealth Management sold 17,000 Capital Group Core Bond ETF shares in Q2 2026, an estimated $446K.
Capital Group Core Bond ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #245 holding.
Meridian Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2023 and has held it in 10 quarters since.
Meridian Wealth Management's Capital Group Core Bond ETF position peaked at $2.62M in Q4 2025.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.