Orion Portfolio Solutions’s Capital Group Core Bond ETF CGCB Stock Holding History

Orion Portfolio Solutions’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 Q1	$464K	Buy	+17,638	New	+$459K	﹤0.01%	1458

Other funds holding CGCB

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Orion Portfolio Solutions's CGCB Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Capital Group Core Bond ETF (CGCB) in Q1 2025: 17,638 shares worth $464K. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings.

166 funds tracked by Wall St. Rank hold CGCB as of Q1 2025.

Orion Portfolio Solutions held 17,638 shares of Capital Group Core Bond ETF worth $464K as of Q1 2025.
Capital Group Core Bond ETF was a new Orion Portfolio Solutions position in Q1 2025.
Capital Group Core Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1458 holding.
166 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.