Superior Planning, LLC’s Capital Group Core Balanced ETF CGBL Stock Holding History

Superior Planning, LLC’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 Q3	$58K	Buy	+1,578	New	+$59.5K	0.02%	337

Other funds holding CGBL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Superior Planning, LLC's CGBL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Core Balanced ETF (CGBL) in Q3 2026: 1,578 shares worth $58K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings.

282 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Superior Planning, LLC held 1,578 shares of Capital Group Core Balanced ETF worth $58K as of Q3 2026.
Capital Group Core Balanced ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Core Balanced ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #337 holding.
282 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.