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Summit Global Investments’s Capital Group Core Bond ETF CGCB Stock Holding History

Summit Global Investments’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 		$366K Sell
13,968
-165
-1% -$4.33K 0.02% 405
2026
Q1 		$371K Buy
14,133
+565
+4% +$15K 0.02% 386
2025
Q4 		$360K Buy
13,568
+1,080
+9% +$28.8K 0.02% 390
2025
Q3 		$332K Buy
12,488
+4,215
+51% +$111K 0.02% 381
2025
Q2 		$218K Buy
+8,273
New +$216K 0.01% 438

Other funds holding CGCB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Summit Global Investments's CGCB Position: Q2 2026 in Review

Summit Global Investments reduced its Capital Group Core Bond ETF (CGCB) stake by 1.2% in Q2 2026, selling an estimated $4.33K and leaving 13,968 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #405.

Summit Global Investments first reported a position in CGCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $371K in Q1 2026. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

  • Summit Global Investments held 13,968 shares of Capital Group Core Bond ETF worth $366K as of Q2 2026.
  • Summit Global Investments sold 165 Capital Group Core Bond ETF shares in Q2 2026, an estimated $4.33K.
  • Capital Group Core Bond ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #405 holding.
  • Summit Global Investments first reported a position in Capital Group Core Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Global Investments's Capital Group Core Bond ETF position peaked at $371K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.