AF
CGBL icon

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

Advisornet Financial’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
Q1 		$8.32M Buy
241,714
+194,934
+417% +$6.98M 0.43% 53
2025
Q4 		$1.65M Buy
46,780
+13,493
+41% +$472K 0.09% 197
2025
Q3 		$1.16M Buy
33,287
+7,124
+27% +$243K 0.07% 231
2025
Q2 		$875K Buy
26,163
+5,443
+26% +$172K 0.06% 266
2025
Q1 		$642K Buy
20,720
+5,377
+35% +$171K 0.05% 303
2024
Q4 		$480K Buy
15,343
+12,150
+381% +$383K 0.04% 322
2024
Q3 		$99.1K Buy
3,193
+1,818
+132% +$55K 0.01% 707
2024
Q2 		$40.9K Buy
1,375
+2
+0.1% +$58 ﹤0.01% 882
2024
Q1 		$40K Buy
+1,373
New +$38.5K ﹤0.01% 872

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return