Ameriprise
CGBL icon

Ameriprise’s Capital Group Core Balanced ETF CGBL Stock Holding History

Ameriprise’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 		$3.62M Sell
95,389
-25,296
-21% -$935K ﹤0.01% 2771
2026
Q1 		$4.15M Sell
120,685
-24,370
-17% -$873K ﹤0.01% 2561
2025
Q4 		$5.12M Buy
+145,055
New +$5.08M ﹤0.01% 2414

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

Ameriprise's CGBL Position: Q2 2026 in Review

Ameriprise reduced its Capital Group Core Balanced ETF (CGBL) stake by 21% in Q2 2026, selling an estimated $935K and leaving 95,389 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Ameriprise first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.12M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Ameriprise held 95,389 shares of Capital Group Core Balanced ETF worth $3.62M as of Q2 2026.
  • Ameriprise sold 25,296 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $935K.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2771 holding.
  • Ameriprise first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • Ameriprise's Capital Group Core Balanced ETF position peaked at $5.12M in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.