Perennial Investment Advisors, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 1801523
Los Angeles, CA
Position in CGCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,301,591
+$208,073 QoQ
Shares Held
49,717
+19.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#56
of 85 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,301,591 | 49,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,093,518 | 41,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $935,015 | 35,257 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $606,342 | 22,812 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $548,486 | 20,855 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $487,572 | 18,553 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $664,479 | 25,765 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||