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 Q3	$1.8M	Sell	49,017 -2,035	-4%	-$76.8K	0.4%	27
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 $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bare Financial Services's CGBL Position: Q3 2026 in Review

Bare Financial Services reduced its Capital Group Core Balanced ETF (CGBL) stake by 4% in Q3 2026, selling an estimated $76.8K and leaving 49,017 shares worth $1.8M. The position accounts for 0.4% of the portfolio, ranked #27.

Bare Financial Services first reported a position in CGBL in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.94M in Q2 2026. 334 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Bare Financial Services held 49,017 shares of Capital Group Core Balanced ETF worth $1.8M as of Q3 2026.
Bare Financial Services sold 2,035 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $76.8K.
Capital Group Core Balanced ETF made up 0.4% of Bare Financial Services's portfolio in Q3 2026, its #27 holding.
Bare Financial Services first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 10 quarters since.
Bare Financial Services's Capital Group Core Balanced ETF position peaked at $1.94M in Q2 2026.
334 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.