Heritage Wealth Management, Inc.
Position in CGCB — Capital Group Core Bond ETF
CIK 1944755
CINCINNATI, OH
Position in CGCB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,341,998
+$440,992 QoQ
Shares Held
89,185
+24.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,341,998 | 89,185 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,901,006 | 71,682 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $317,258 | 11,936 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||