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

Atria Wealth Solutions’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
2025 Q2	$2.02M	Sell	60,108 -87,519	-59%	-$2.76M	0.05%	418
2025 Q1	$4.59M	Buy	147,627 +56,284	+62%	+$1.79M	0.06%	361
2024 Q4	$2.86M	Buy	91,343 +25,952	+40%	+$819K	0.03%	520
2024 Q3	$2.04M	Buy	65,391 +51,511	+371%	+$1.56M	0.02%	626
2024 Q2	$415K	Buy	+13,880	New	+$403K	﹤0.01%	1323

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Atria Wealth Solutions's CGBL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Core Balanced ETF (CGBL) stake by 59% in Q2 2025, selling an estimated $2.76M and leaving 60,108 shares worth $2.02M. The position accounts for 0.05% of the portfolio, ranked #418.

Atria Wealth Solutions first reported a position in CGBL in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.59M in Q1 2025. 243 funds tracked by Wall St. Rank hold CGBL as of Q2 2025.

Atria Wealth Solutions held 60,108 shares of Capital Group Core Balanced ETF worth $2.02M as of Q2 2025.
Atria Wealth Solutions sold 87,519 Capital Group Core Balanced ETF shares in Q2 2025, an estimated $2.76M.
Capital Group Core Balanced ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #418 holding.
Atria Wealth Solutions first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 5 quarters since.
Atria Wealth Solutions's Capital Group Core Balanced ETF position peaked at $4.59M in Q1 2025.
243 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.