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 Q2	$10.3M	Buy	271,457 +29,743	+12%	+$1.1M	0.47%	48
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 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 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

Advisornet Financial's CGBL Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Core Balanced ETF (CGBL) stake by 12% in Q2 2026, buying an estimated $1.1M and bringing the position to 271,457 shares worth $10.3M. The position accounts for 0.47% of the portfolio, ranked #48.

Advisornet Financial 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.

Advisornet Financial held 271,457 shares of Capital Group Core Balanced ETF worth $10.3M as of Q2 2026.
Advisornet Financial bought 29,743 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.1M.
Capital Group Core Balanced ETF made up 0.47% of Advisornet Financial's portfolio in Q2 2026, its #48 holding.
Advisornet Financial 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 Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.