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44 Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

44 Wealth Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$562K Buy
14,805
+32
+0.2% +$1.18K 0.19% 127
2026
Q1 		$508K Buy
+14,773
New +$529K 0.18% 141

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

44 Wealth Management's CGBL Position: Q2 2026 in Review

44 Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 0.22% in Q2 2026, buying an estimated $1.18K and bringing the position to 14,805 shares worth $562K. The position accounts for 0.19% of the portfolio, ranked #127.

44 Wealth Management first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • 44 Wealth Management held 14,805 shares of Capital Group Core Balanced ETF worth $562K as of Q2 2026.
  • 44 Wealth Management bought 32 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.18K.
  • Capital Group Core Balanced ETF made up 0.19% of 44 Wealth Management's portfolio in Q2 2026, its #127 holding.
  • 44 Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.