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Advisor OS’s Capital Group Core Balanced ETF CGBL Stock Holding History

Advisor OS’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 		$719K Sell
18,932
-16,920
-47% -$625K 0.05% 247
2026
Q1 		$1.23M Buy
35,852
+5,432
+18% +$195K 0.09% 154
2025
Q4 		$1.07M Buy
30,420
+9,483
+45% +$332K 0.09% 154
2025
Q3 		$727K Buy
20,937
+1,416
+7% +$48.2K 0.06% 197
2025
Q2 		$653K Buy
19,521
+288
+1% +$9.08K 0.06% 209
2025
Q1 		$596K Buy
19,233
+3,443
+22% +$109K 0.07% 205
2024
Q4 		$494K Buy
15,790
+612
+4% +$19.3K 0.06% 226
2024
Q3 		$471K Buy
+15,178
New +$460K 0.05% 259

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor OS's CGBL Position: Q2 2026 in Review

Advisor OS reduced its Capital Group Core Balanced ETF (CGBL) stake by 47% in Q2 2026, selling an estimated $625K and leaving 18,932 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #247.

Advisor OS first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Advisor OS held 18,932 shares of Capital Group Core Balanced ETF worth $719K as of Q2 2026.
  • Advisor OS sold 16,920 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $625K.
  • Capital Group Core Balanced ETF made up 0.05% of Advisor OS's portfolio in Q2 2026, its #247 holding.
  • Advisor OS first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
  • Advisor OS's Capital Group Core Balanced ETF position peaked at $1.23M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.