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Perennial Investment Advisors’s Capital Group Core Bond ETF CGCB Stock Holding History

Perennial Investment Advisors’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
Q1 		$1.09M Buy
41,642
+6,385
+18% +$170K 0.09% 187
2025
Q4 		$935K Buy
35,257
+12,445
+55% +$332K 0.07% 196
2025
Q3 		$606K Buy
22,812
+1,957
+9% +$51.6K 0.05% 251
2025
Q2 		$548K Buy
20,855
+2,302
+12% +$60K 0.05% 252
2025
Q1 		$488K Sell
18,553
-7,212
-28% -$188K 0.05% 247
2024
Q4 		$664K Buy
+25,765
New +$676K 0.08% 191

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Perennial Investment Advisors's CGCB Position: Q1 2026 in Review

Perennial Investment Advisors increased its Capital Group Core Bond ETF (CGCB) stake by 18% in Q1 2026, buying an estimated $170K and bringing the position to 41,642 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #187.

Perennial Investment Advisors first reported a position in CGCB in Q4 2024 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Perennial Investment Advisors held 41,642 shares of Capital Group Core Bond ETF worth $1.09M as of Q1 2026.
  • Perennial Investment Advisors bought 6,385 Capital Group Core Bond ETF shares in Q1 2026, an estimated $170K.
  • Capital Group Core Bond ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q1 2026, its #187 holding.
  • Perennial Investment Advisors first reported a position in Capital Group Core Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.