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

Advance Capital 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	$457M	Buy	12,041,305 +67,405	+0.6%	+$2.49M	14.77%	2
2026 Q1	$412M	Buy	11,973,900 +2,588,189	+28%	+$92.7M	15.61%	2
2025 Q4	$332M	Buy	9,385,711 +109,747	+1%	+$3.84M	14.06%	3
2025 Q3	$322M	Buy	9,275,964 +6,568,560	+243%	+$224M	13.98%	3
2025 Q2	$90.5M	Buy	2,707,404 +530,828	+24%	+$16.7M	4.1%	5
2025 Q1	$67.4M	Buy	2,176,576 +16,023	+0.7%	+$509K	3.23%	5
2024 Q4	$67.6M	Buy	2,160,553 +65,778	+3%	+$2.08M	3.09%	5
2024 Q3	$65M	Buy	2,094,775 +77,064	+4%	+$2.33M	2.88%	5
2024 Q2	$60M	Buy	2,017,711 +97,167	+5%	+$2.82M	2.84%	5
2024 Q1	$55.9M	Buy	+1,920,544	New	+$53.9M	3.87%	3

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advance Capital Management's CGBL Position: Q2 2026 in Review

Advance Capital Management increased its Capital Group Core Balanced ETF (CGBL) stake by 0.56% in Q2 2026, buying an estimated $2.49M and bringing the position to 12,041,305 shares worth $457M. The position accounts for 14.77% of the portfolio, ranked #2.

Advance Capital Management 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.

Advance Capital Management held 12,041,305 shares of Capital Group Core Balanced ETF worth $457M as of Q2 2026.
Advance Capital Management bought 67,405 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.49M.
Capital Group Core Balanced ETF made up 14.77% of Advance Capital Management's portfolio in Q2 2026, its #2 holding.
Advance Capital Management 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 Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.