B. Riley Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

B. Riley Wealth Advisors’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	$13.4M	Buy	354,422 +10,124	+3%	+$374K	0.72%	24
2026 Q1	$11.6M	Sell	344,298 -38,985	-10%	-$1.4M	0.74%	21
2025 Q4	$13.5M	Sell	383,283 -37,871	-9%	-$1.33M	0.62%	25
2025 Q3	$14.6M	Buy	421,154 +37,080	+10%	+$1.26M	0.68%	25
2025 Q2	$12.8M	Buy	384,074 +59,851	+18%	+$1.89M	0.6%	30
2025 Q1	$10M	Buy	324,223 +261,712	+419%	+$8.31M	0.3%	72
2024 Q4	$1.95M	Buy	62,511 +33,178	+113%	+$1.05M	0.06%	285
2024 Q3	$910K	Buy	+29,333	New	+$888K	0.03%	524

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

B. Riley Wealth Advisors's CGBL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 2.9% in Q2 2026, buying an estimated $374K and bringing the position to 354,422 shares worth $13.4M. The position accounts for 0.72% of the portfolio, ranked #24.

B. Riley Wealth Advisors first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q3 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

B. Riley Wealth Advisors held 354,422 shares of Capital Group Core Balanced ETF worth $13.4M as of Q2 2026.
B. Riley Wealth Advisors bought 10,124 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $374K.
Capital Group Core Balanced ETF made up 0.72% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #24 holding.
B. Riley Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
B. Riley Wealth Advisors's Capital Group Core Balanced ETF position peaked at $14.6M in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.