Wealth Enhancement Advisory Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Wealth Enhancement Advisory Services’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	$25.4M	Buy	976,237 +36,156	+4%	+$949K	0.04%	369
2026 Q1	$24.7M	Buy	940,081 +332,085	+55%	+$8.82M	0.05%	329
2025 Q4	$16.1M	Buy	607,996 +121,325	+25%	+$3.23M	0.02%	539
2025 Q3	$13M	Buy	486,671 +129,802	+36%	+$3.42M	0.02%	564
2025 Q2	$9.34M	Sell	356,869 -16,084	-4%	-$419K	0.02%	660
2025 Q1	$9.8M	Buy	372,953 +2,218	+0.6%	+$57.7K	0.02%	588
2024 Q4	$9.56M	Buy	370,735 +340,429	+1,123%	+$8.93M	0.02%	574
2024 Q3	$817K	Sell	30,306 -2,547	-8%	-$67.8K	﹤0.01%	1511
2024 Q2	$848K	Sell	32,853 -1,092	-3%	-$28.1K	﹤0.01%	1357
2024 Q1	$882K	Buy	+33,945	New	+$885K	﹤0.01%	1294

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGCB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Core Bond ETF (CGCB) stake by 3.8% in Q2 2026, buying an estimated $949K and bringing the position to 976,237 shares worth $25.4M. The position accounts for 0.04% of the portfolio, ranked #369.

Wealth Enhancement Advisory Services first reported a position in CGCB in Q1 2024 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold CGCB as of Q2 2026.

Wealth Enhancement Advisory Services held 976,237 shares of Capital Group Core Bond ETF worth $25.4M as of Q2 2026.
Wealth Enhancement Advisory Services bought 36,156 Capital Group Core Bond ETF shares in Q2 2026, an estimated $949K.
Capital Group Core Bond ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #369 holding.
Wealth Enhancement Advisory Services first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
261 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.