AWM
CGBL icon

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

Accel 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 		$2.29M Buy
60,453
+39,200
+184% +$1.45M 0.52% 47
2026
Q1 		$731K Buy
21,253
+3,900
+22% +$140K 0.19% 118
2025
Q4 		$613K Buy
17,353
+6,201
+56% +$217K 0.17% 131
2025
Q3 		$387K Buy
+11,152
New +$380K 0.11% 176

Other funds holding CGBL

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

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

Accel Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 184% in Q2 2026, buying an estimated $1.45M and bringing the position to 60,453 shares worth $2.29M. The position accounts for 0.52% of the portfolio, ranked #47.

Accel Wealth Management first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Accel Wealth Management held 60,453 shares of Capital Group Core Balanced ETF worth $2.29M as of Q2 2026.
  • Accel Wealth Management bought 39,200 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.45M.
  • Capital Group Core Balanced ETF made up 0.52% of Accel Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Accel Wealth Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.