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

Orca 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	$244K	Hold	9,766	–	–	0.15%	70
2026 Q2	$256K	Hold	9,766	–	–	0.15%	69
2026 Q1	$256K	Hold	9,766	–	–	0.18%	63
2025 Q4	$258K	Hold	9,766	–	–	0.19%	64
2025 Q3	$260K	Buy	9,766 +31	+0.3%	+$818	0.2%	63
2025 Q2	$256K	Buy	9,735 +82	+0.8%	+$2.14K	0.22%	59
2025 Q1	$254K	Buy	9,653 +30	+0.3%	+$781	0.23%	57
2024 Q4	$248K	Buy	+9,623	New	+$253K	0.22%	57

Other funds holding CGCB

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

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

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

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

Orca Wealth Management held its Capital Group Core Bond ETF (CGCB) position steady in Q3 2026 at 9,766 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #70.

Orca Wealth Management first reported a position in CGCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $260K in Q3 2025. 181 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Orca Wealth Management held 9,766 shares of Capital Group Core Bond ETF worth $244K as of Q3 2026.
Orca Wealth Management left its Capital Group Core Bond ETF share count unchanged in Q3 2026.
Capital Group Core Bond ETF made up 0.15% of Orca Wealth Management's portfolio in Q3 2026, its #70 holding.
Orca Wealth Management first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Capital Group Core Bond ETF position peaked at $260K in Q3 2025.
181 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.