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

Panoramic Capital 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
2026 Q2	$21.9M	Buy	836,040 +8,905	+1%	+$234K	10.35%	3
2026 Q1	$21.7M	Buy	827,135 +75,922	+10%	+$2.02M	13.38%	2
2025 Q4	$19.9M	Buy	751,213 +115,234	+18%	+$3.07M	12.22%	3
2025 Q3	$16.9M	Buy	635,979 +49,081	+8%	+$1.29M	10.86%	3
2025 Q2	$15.4M	Buy	+586,898	New	+$15.3M	10.66%	3

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

Panoramic Capital Partners's CGCB Position: Q2 2026 in Review

Panoramic Capital Partners increased its Capital Group Core Bond ETF (CGCB) stake by 1.1% in Q2 2026, buying an estimated $234K and bringing the position to 836,040 shares worth $21.9M. The position accounts for 10.35% of the portfolio, ranked #3.

Panoramic Capital Partners first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Panoramic Capital Partners held 836,040 shares of Capital Group Core Bond ETF worth $21.9M as of Q2 2026.
Panoramic Capital Partners bought 8,905 Capital Group Core Bond ETF shares in Q2 2026, an estimated $234K.
Capital Group Core Bond ETF made up 10.35% of Panoramic Capital Partners's portfolio in Q2 2026, its #3 holding.
Panoramic Capital Partners first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Panoramic Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.