Benjamin Edwards Inc’s Capital Group Core Balanced ETF CGBL Stock Holding History

Benjamin Edwards Inc’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	$49.9M	Buy	1,314,820 +372,888	+40%	+$13.8M	0.46%	48
2026 Q1	$32.4M	Buy	941,932 +295,293	+46%	+$10.6M	0.32%	96
2025 Q4	$22.8M	Buy	646,639 +256,970	+66%	+$8.99M	0.25%	107
2025 Q3	$13.5M	Buy	389,669 +123,776	+47%	+$4.22M	0.15%	151
2025 Q2	$8.89M	Buy	265,893 +77,171	+41%	+$2.43M	0.11%	187
2025 Q1	$5.85M	Buy	188,722 +47,666	+34%	+$1.51M	0.08%	233
2024 Q4	$4.41M	Buy	141,056 +51,849	+58%	+$1.64M	0.06%	279
2024 Q3	$2.77M	Buy	+89,207	New	+$2.7M	0.04%	368

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

Benjamin Edwards Inc's CGBL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Core Balanced ETF (CGBL) stake by 40% in Q2 2026, buying an estimated $13.8M and bringing the position to 1,314,820 shares worth $49.9M. The position accounts for 0.46% of the portfolio, ranked #48.

Benjamin Edwards Inc first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Benjamin Edwards Inc held 1,314,820 shares of Capital Group Core Balanced ETF worth $49.9M as of Q2 2026.
Benjamin Edwards Inc bought 372,888 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $13.8M.
Capital Group Core Balanced ETF made up 0.46% of Benjamin Edwards Inc's portfolio in Q2 2026, its #48 holding.
Benjamin Edwards Inc first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.