Evergreen Wealth Partners LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2101006
KALISPELL, MT
Position in CGCB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$763,251
+$144,198 QoQ
Shares Held
29,154
+23.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#61
of 85 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,251 | 29,154 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $619,053 | 23,574 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||