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

Axxcess 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
Q1 		– Sell
-17,406
Closed -$615K – 476
2025
Q4 		$615K Buy
17,406
+2,163
+14% +$75.7K 0.01% 637
2025
Q3 		$529K Buy
15,243
+3,070
+25% +$105K 0.01% 609
2025
Q2 		$407K Buy
12,173
+2,195
+22% +$69.2K 0.01% 641
2025
Q1 		$309K Buy
+9,978
New +$317K 0.01% 677

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Axxcess Wealth Management's CGBL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2026, closing a stake of 17,406 shares — an estimated $615K sold.

Axxcess Wealth Management first reported a position in CGBL in Q1 2025 and held it in 4 quarters. The position peaked at $615K in Q4 2025. 321 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Capital Group Core Balanced ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 17,406 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $615K.
  • Axxcess Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2025 and held it in 4 quarters.
  • Axxcess Wealth Management's Capital Group Core Balanced ETF position peaked at $615K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.