Cornerstone Wealth Management, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1674117
ST. PETERS, MO
Position in CGCB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,085,667
+$169,348 QoQ
Shares Held
41,343
+19.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,085,667 | 41,343 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $916,319 | 34,552 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $769,544 | 28,952 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $617,944 | 23,496 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $623,650 | 23,731 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $359,693 | 13,947 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||