Wealth Enhancement Advisory Services
CGCB icon

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
Q3 		$23.5M Sell
936,462
-39,775
-4% -$1.03M 0.03% 437
2026
Q2 		$25.4M Buy
976,237
+36,156
+4% +$949K 0.04% 370
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 		$9.6M 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

Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGCB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Capital Group Core Bond ETF (CGCB) stake by 4.1% in Q3 2026, selling an estimated $1.03M and leaving 936,462 shares worth $23.5M. The position accounts for 0.03% of the portfolio, ranked #437.

Wealth Enhancement Advisory Services first reported a position in CGCB in Q1 2024 and has held it in 11 quarters since. The position peaked at $25.4M in Q2 2026. 113 funds tracked by Wall St. Rank hold CGCB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 936,462 shares of Capital Group Core Bond ETF worth $23.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 39,775 Capital Group Core Bond ETF shares in Q3 2026, an estimated $1.03M.
  • Capital Group Core Bond ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #437 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Core Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group Core Bond ETF position peaked at $25.4M in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.