WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1632972
PLYMOUTH, MN
Position in CGCB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$24,686,527
+$8,562,474 QoQ
Shares Held
940,081
+54.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,686,527 | 940,081 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,124,053 | 607,996 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,935,715 | 486,671 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,385,654 | 356,869 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,801,204 | 372,953 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,561,255 | 370,735 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $816,746 | 30,306 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $848,264 | 32,853 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $882,366 | 33,945 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||