Betterment LLC
CGBL icon

Betterment LLC’s Capital Group Core Balanced ETF CGBL Stock Holding History

Betterment LLC’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 		$16M Buy
422,613
+92,455
+28% +$3.42M 0.03% 113
2026
Q1 		$11.4M Buy
+330,158
New +$11.8M 0.02% 128

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
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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

Betterment LLC's CGBL Position: Q2 2026 in Review

Betterment LLC increased its Capital Group Core Balanced ETF (CGBL) stake by 28% in Q2 2026, buying an estimated $3.42M and bringing the position to 422,613 shares worth $16M. The position accounts for 0.03% of the portfolio, ranked #113.

Betterment LLC first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Betterment LLC held 422,613 shares of Capital Group Core Balanced ETF worth $16M as of Q2 2026.
  • Betterment LLC bought 92,455 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.42M.
  • Capital Group Core Balanced ETF made up 0.03% of Betterment LLC's portfolio in Q2 2026, its #113 holding.
  • Betterment LLC first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.