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

Allworth 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	$51.3K	Sell	1,352 -430	-24%	-$15.9K	﹤0.01%	2456
2026 Q1	$61.3K	Sell	1,782 -44	-2%	-$1.58K	﹤0.01%	2171
2025 Q4	$64.5K	Sell	1,826 -3,151	-63%	-$110K	﹤0.01%	2033
2025 Q3	$173K	Buy	4,977 +311	+7%	+$10.6K	﹤0.01%	1376
2025 Q2	$156K	Buy	4,666 +390	+9%	+$12.3K	﹤0.01%	1290
2025 Q1	$131K	Buy	4,276 +1,000	+31%	+$31.7K	﹤0.01%	1109
2024 Q4	$105K	Buy	+3,276	New	+$103K	﹤0.01%	1242

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

Allworth Financial's CGBL Position: Q2 2026 in Review

Allworth Financial reduced its Capital Group Core Balanced ETF (CGBL) stake by 24% in Q2 2026, selling an estimated $15.9K and leaving 1,352 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Allworth Financial first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $173K in Q3 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Allworth Financial held 1,352 shares of Capital Group Core Balanced ETF worth $51.3K as of Q2 2026.
Allworth Financial sold 430 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $15.9K.
Capital Group Core Balanced ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2456 holding.
Allworth Financial first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's Capital Group Core Balanced ETF position peaked at $173K in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.