Bare Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bare Financial Services’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	$1.94M	Hold	51,052	–	–	0.44%	25
2026 Q1	$1.76M	Buy	51,052 +6,807	+15%	+$244K	0.46%	25
2025 Q4	$1.56M	Buy	44,245 +1,804	+4%	+$63.1K	0.43%	24
2025 Q3	$1.47M	Buy	42,441 +5,919	+16%	+$202K	0.44%	25
2025 Q2	$1.22M	Buy	36,522 +6,720	+23%	+$212K	0.41%	24
2025 Q1	$923K	Buy	29,802 +5,204	+21%	+$165K	0.35%	25
2024 Q4	$769K	Buy	24,598 +12,634	+106%	+$399K	0.31%	27
2024 Q3	$371K	Buy	11,964 +10,361	+646%	+$314K	0.15%	32
2024 Q2	$48.4K	Buy	+1,603	New	+$46.5K	0.03%	59

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

Bare Financial Services's CGBL Position: Q2 2026 in Review

Bare Financial Services held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 51,052 shares worth $1.94M. The position accounts for 0.44% of the portfolio, ranked #25.

Bare Financial Services first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Bare Financial Services held 51,052 shares of Capital Group Core Balanced ETF worth $1.94M as of Q2 2026.
Bare Financial Services left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up 0.44% of Bare Financial Services's portfolio in Q2 2026, its #25 holding.
Bare Financial Services first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.