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Balboa Wealth Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Balboa Wealth Partners’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 		$635K Buy
16,737
+112
+0.7% +$4.14K 0.09% 195
2026
Q1 		$572K Buy
16,625
+503
+3% +$18K 0.1% 179
2025
Q4 		$570K Buy
16,122
+1,057
+7% +$37K 0.09% 174
2025
Q3 		$523K Buy
15,065
+342
+2% +$11.7K 0.09% 175
2025
Q2 		$492K Buy
+14,723
New +$464K 0.1% 163

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

Balboa Wealth Partners's CGBL Position: Q2 2026 in Review

Balboa Wealth Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 0.67% in Q2 2026, buying an estimated $4.14K and bringing the position to 16,737 shares worth $635K. The position accounts for 0.09% of the portfolio, ranked #195.

Balboa Wealth Partners first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Balboa Wealth Partners held 16,737 shares of Capital Group Core Balanced ETF worth $635K as of Q2 2026.
  • Balboa Wealth Partners bought 112 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.14K.
  • Capital Group Core Balanced ETF made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Balboa Wealth Partners first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.