Aprio Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Aprio Wealth 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 Q2	$64.1M	Sell	1,688,355 -219,398	-12%	-$8.11M	3.17%	3
2026 Q1	$65.6M	Buy	1,907,753 +97,382	+5%	+$3.49M	3.59%	3
2025 Q4	$64M	Buy	+1,810,371	New	+$63.3M	3.67%	3

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

Aprio Wealth Management's CGBL Position: Q2 2026 in Review

Aprio Wealth Management reduced its Capital Group Core Balanced ETF (CGBL) stake by 12% in Q2 2026, selling an estimated $8.11M and leaving 1,688,355 shares worth $64.1M. The position accounts for 3.17% of the portfolio, ranked #3.

Aprio Wealth Management first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. The position peaked at $65.6M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Aprio Wealth Management held 1,688,355 shares of Capital Group Core Balanced ETF worth $64.1M as of Q2 2026.
Aprio Wealth Management sold 219,398 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $8.11M.
Capital Group Core Balanced ETF made up 3.17% of Aprio Wealth Management's portfolio in Q2 2026, its #3 holding.
Aprio Wealth Management first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
Aprio Wealth Management's Capital Group Core Balanced ETF position peaked at $65.6M in Q1 2026.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.