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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
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

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 $11B AUM 18.22% 1-Year Est. Return

Perigon Wealth Management's CGCB Position: Q1 2026 in Review

Perigon Wealth Management increased its Capital Group Core Bond ETF (CGCB) stake by 51% in Q1 2026, buying an estimated $207K and bringing the position to 23,032 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #713.

Perigon Wealth Management first reported a position in CGCB in Q3 2025 and has held it in 3 quarters since. 252 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

  • Perigon Wealth Management held 23,032 shares of Capital Group Core Bond ETF worth $605K as of Q1 2026.
  • Perigon Wealth Management bought 7,790 Capital Group Core Bond ETF shares in Q1 2026, an estimated $207K.
  • Capital Group Core Bond ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #713 holding.
  • Perigon Wealth Management first reported a position in Capital Group Core Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 252 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.