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ORG Partners’s Capital Group Core Bond ETF CGCB Stock Holding History

ORG Partners’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
2025
Q4 		$351K Buy
13,220
+2,990
+29% +$79.7K 0.06% 251
2025
Q3 		$308K Buy
10,230
+3,411
+50% +$90K 0.06% 269
2025
Q2 		$179K Buy
6,819
+6,785
+19,956% +$177K 0.04% 339
2025
Q1 		$896 Buy
+34
New +$885 ﹤0.01% 1190

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ORG Partners's CGCB Position: Q4 2025 in Review

ORG Partners increased its Capital Group Core Bond ETF (CGCB) stake by 29% in Q4 2025, buying an estimated $79.7K and bringing the position to 13,220 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #251.

ORG Partners first reported a position in CGCB in Q1 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold CGCB as of Q4 2025.

  • ORG Partners held 13,220 shares of Capital Group Core Bond ETF worth $351K as of Q4 2025.
  • ORG Partners bought 2,990 Capital Group Core Bond ETF shares in Q4 2025, an estimated $79.7K.
  • Capital Group Core Bond ETF made up 0.06% of ORG Partners's portfolio in Q4 2025, its #251 holding.
  • ORG Partners first reported a position in Capital Group Core Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • 237 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.