AA Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

AA Financial Advisors’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	$5.22M	Buy	137,630 +1,340	+1%	+$49.5K	0.63%	47
2026 Q1	$4.69M	Buy	136,290 +71,447	+110%	+$2.56M	0.66%	46
2025 Q4	$2.29M	Buy	64,843 +1,299	+2%	+$45.4K	0.42%	50
2025 Q3	$2.21M	Buy	63,544 +5,945	+10%	+$203K	0.43%	45
2025 Q2	$1.93M	Sell	57,599 -1,301	-2%	-$41K	0.42%	46
2025 Q1	$1.82M	Sell	58,900 -4,944	-8%	-$157K	0.45%	44
2024 Q4	$2M	Buy	63,844 +5,086	+9%	+$161K	0.53%	45
2024 Q3	$1.82M	Buy	58,758 +7,830	+15%	+$237K	0.53%	45
2024 Q2	$1.51M	Buy	50,928 +2,381	+5%	+$69.1K	0.53%	47
2024 Q1	$1.41M	Buy	+48,547	New	+$1.36M	0.57%	48

Other funds holding CGBL

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AA Financial Advisors's CGBL Position: Q2 2026 in Review

AA Financial Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 0.98% in Q2 2026, buying an estimated $49.5K and bringing the position to 137,630 shares worth $5.22M. The position accounts for 0.63% of the portfolio, ranked #47.

AA Financial Advisors first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

AA Financial Advisors held 137,630 shares of Capital Group Core Balanced ETF worth $5.22M as of Q2 2026.
AA Financial Advisors bought 1,340 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $49.5K.
Capital Group Core Balanced ETF made up 0.63% of AA Financial Advisors's portfolio in Q2 2026, its #47 holding.
AA Financial Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.