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 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 $377B AUM 19.32% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bare Financial Services's CGBL Position: Q1 2026 in Review

Bare Financial Services increased its Capital Group Core Balanced ETF (CGBL) stake by 15% in Q1 2026, buying an estimated $244K and bringing the position to 51,052 shares worth $1.76M. The position accounts for 0.46% of the portfolio, ranked #25.

Bare Financial Services first reported a position in CGBL in Q2 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Bare Financial Services held 51,052 shares of Capital Group Core Balanced ETF worth $1.76M as of Q1 2026.
Bare Financial Services bought 6,807 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $244K.
Capital Group Core Balanced ETF made up 0.46% of Bare Financial Services's portfolio in Q1 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 8 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.