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

Advyzon Investment 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
Q1 		$907K Buy
26,365
+4,134
+19% +$148K 0.08% 247
2025
Q4 		$785K Buy
+22,231
New +$778K 0.09% 222

Other funds holding CGBL

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ACM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advyzon Investment Management's CGBL Position: Q1 2026 in Review

Advyzon Investment Management increased its Capital Group Core Balanced ETF (CGBL) stake by 19% in Q1 2026, buying an estimated $148K and bringing the position to 26,365 shares worth $907K. The position accounts for 0.08% of the portfolio, ranked #247.

Advyzon Investment Management first reported a position in CGBL in Q4 2025 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Advyzon Investment Management held 26,365 shares of Capital Group Core Balanced ETF worth $907K as of Q1 2026.
  • Advyzon Investment Management bought 4,134 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $148K.
  • Capital Group Core Balanced ETF made up 0.08% of Advyzon Investment Management's portfolio in Q1 2026, its #247 holding.
  • Advyzon Investment Management first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.