Pines Wealth Management, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2037426
SOUTHERN PINES, NC
Position in CGCB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,196,983
+$160,449 QoQ
Shares Held
45,582
+16.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,196,983 | 45,582 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,036,534 | 39,085 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,015,276 | 38,197 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $973,941 | 37,032 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $819,042 | 31,166 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $816,356 | 31,654 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||