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

Atria 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 Q3	$1.66M	Buy	45,233 +24,334	+116%	+$918K	0.02%	853
2026 Q2	$793K	Buy	20,899 +3,700	+22%	+$137K	0.01%	1241
2026 Q1	$592K	Buy	+17,199	New	+$616K	0.01%	1357

Other funds holding CGBL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QFPS

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Atria Investments's CGBL Position: Q3 2026 in Review

Atria Investments increased its Capital Group Core Balanced ETF (CGBL) stake by 116% in Q3 2026, buying an estimated $918K and bringing the position to 45,233 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #853.

Atria Investments first reported a position in CGBL in Q1 2026 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Atria Investments held 45,233 shares of Capital Group Core Balanced ETF worth $1.66M as of Q3 2026.
Atria Investments bought 24,334 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $918K.
Capital Group Core Balanced ETF made up 0.02% of Atria Investments's portfolio in Q3 2026, its #853 holding.
Atria Investments first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 3 quarters since.
50 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.