Summit Wealth Group (Colorado)
CGCB icon

Summit Wealth Group (Colorado)’s Capital Group Core Bond ETF CGCB Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-8,438
Closed -$221K – 444
2026
Q2 		$221K Buy
8,438
+118
+1% +$3.1K 0.02% 356
2026
Q1 		$218K Buy
+8,320
New +$221K 0.02% 315

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Merit Financial Group
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Valmark Advisers
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Summit Wealth Group (Colorado)'s CGCB Position: Q3 2026 in Review

Summit Wealth Group (Colorado) sold out of Capital Group Core Bond ETF (CGCB) in Q3 2026, closing a stake of 8,438 shares — an estimated $221K sold.

Summit Wealth Group (Colorado) first reported a position in CGCB in Q1 2026 and held it in 2 quarters. The position peaked at $221K in Q2 2026. 215 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

  • Summit Wealth Group (Colorado) reported no remaining Capital Group Core Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,438 Capital Group Core Bond ETF shares in Q3 2026, an estimated $221K.
  • Summit Wealth Group (Colorado) first reported a position in Capital Group Core Bond ETF in Q1 2026 and held it in 2 quarters.
  • Summit Wealth Group (Colorado)'s Capital Group Core Bond ETF position peaked at $221K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.