CGCB — CAPITAL GRP FIXED INCM ETF T

Ownership history in Sunpointe, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Sunpointe, LLC reported a position in CAPITAL GRP FIXED INCM ETF T (CGCB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.77% (2025 Q4)
Avg. % of fund
0.9%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 200,827 +118,099 +142.8% 1.77% $5.3M $26.37
2025 Q3 ADDED 82,728 +68,964 +501.0% 0.79% $2.2M $26.12
2025 Q2 INITIATED 13,764 — — 0.14% $362K $25.56
% of Fund (quarterly)    CGCB price (monthly, adj. close)

Other funds also holding CGCB

As of 2025 Q4 — sorted by position size

Leverty Financial Group, LLC 3Y 10.03% Johnson Bixby & Associates, LLC 3Y 6.72% Timmons Wealth Management, LLC 5.2% Spinnaker Investment Group, LLC 3Y 4.8% Cannon Wealth Management Services, LLC 4.72% Smith Thornton Advisors LLC 2.98% Dentgroup LLC 3Y 2.88% Continuum Advisory, LLC 3Y 2.73% American Financial Advisors, LLC 3Y 7Y 2.43% Quadcap Wealth Management, LLC 2.42%
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