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

VestGen 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	–	Sell	-53,036	Closed	-$1.41M	–	1056
2025 Q4	$1.41M	Sell	53,036 -136,491	-72%	-$3.64M	0.06%	297
2025 Q3	$5.04M	Buy	189,527 +1,325	+0.7%	+$35K	0.17%	137
2025 Q2	$4.95M	Buy	188,202 +14,794	+9%	+$386K	0.2%	113
2025 Q1	$4.56M	Buy	+173,408	New	+$4.51M	0.21%	110

Other funds holding CGCB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

VestGen Advisors's CGCB Position: Q1 2026 in Review

VestGen Advisors sold out of Capital Group Core Bond ETF (CGCB) in Q1 2026, closing a stake of 53,036 shares — an estimated $1.41M sold.

VestGen Advisors first reported a position in CGCB in Q1 2025 and held it in 4 quarters. The position peaked at $5.04M in Q3 2025. 253 funds tracked by Wall St. Rank hold CGCB as of Q1 2026.

VestGen Advisors reported no remaining Capital Group Core Bond ETF position as of Q1 2026 after selling out during the quarter.
VestGen Advisors sold 53,036 Capital Group Core Bond ETF shares in Q1 2026, an estimated $1.41M.
VestGen Advisors first reported a position in Capital Group Core Bond ETF in Q1 2025 and held it in 4 quarters.
VestGen Advisors's Capital Group Core Bond ETF position peaked at $5.04M in Q3 2025.
253 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.