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

Perigon 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	$1.23M	Buy	49,412 +20,360	+70%	+$525K	0.02%	532
2026 Q2	$761K	Buy	29,052 +6,020	+26%	+$158K	0.01%	694
2026 Q1	$605K	Buy	23,032 +7,790	+51%	+$207K	0.01%	713
2025 Q4	$404K	Buy	15,242 +4,490	+42%	+$120K	0.01%	884
2025 Q3	$286K	Buy	+10,752	New	+$284K	0.01%	994

Other funds holding CGCB

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

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

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

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

Perigon Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 70% in Q3 2026, buying an estimated $525K and bringing the position to 49,412 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #532.

Perigon Wealth Management first reported a position in CGCB in Q3 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

Perigon Wealth Management held 49,412 shares of Capital Group Core Bond ETF worth $1.23M as of Q3 2026.
Perigon Wealth Management bought 20,360 Capital Group Core Bond ETF shares in Q3 2026, an estimated $525K.
Capital Group Core Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #532 holding.
Perigon Wealth Management first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.