Arvest Investments’s Capital Group Core Balanced ETF CGBL Stock Holding History

Arvest Investments’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	$67K	Hold	1,765	–	–	0.01%	175
2026 Q1	$60.7K	Hold	1,765	–	–	0.01%	168
2025 Q4	$62.4K	Hold	1,765	–	–	0.01%	160
2025 Q3	$61.3K	Hold	1,765	–	–	0.01%	157
2025 Q2	$59K	Hold	1,765	–	–	0.01%	149
2025 Q1	$54.7K	Hold	1,765	–	–	0.01%	132
2024 Q4	$55.2K	Hold	1,765	–	–	0.01%	133
2024 Q3	$54.8K	Hold	1,765	–	–	0.01%	130
2024 Q2	$52.5K	Buy	+1,765	New	+$51.2K	0.01%	126

Other funds holding CGBL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Arvest Investments's CGBL Position: Q2 2026 in Review

Arvest Investments held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 1,765 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #175.

Arvest Investments first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Arvest Investments held 1,765 shares of Capital Group Core Balanced ETF worth $67K as of Q2 2026.
Arvest Investments left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up 0.01% of Arvest Investments's portfolio in Q2 2026, its #175 holding.
Arvest Investments first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
181 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.