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 Q3	$3.34M	Buy	91,011 +30,558	+51%	+$1.15M	0.72%	40
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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Accel Wealth Management's CGBL Position: Q3 2026 in Review

Accel Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 51% in Q3 2026, buying an estimated $1.15M and bringing the position to 91,011 shares worth $3.34M. The position accounts for 0.72% of the portfolio, ranked #40.

Accel Wealth Management first reported a position in CGBL in Q3 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Accel Wealth Management held 91,011 shares of Capital Group Core Balanced ETF worth $3.34M as of Q3 2026.
Accel Wealth Management bought 30,558 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $1.15M.
Capital Group Core Balanced ETF made up 0.72% of Accel Wealth Management's portfolio in Q3 2026, its #40 holding.
Accel Wealth Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 5 quarters since.
294 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.