BFP
CGBL icon

Birchwood Financial Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Birchwood Financial Partners’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 		$420K Buy
11,062
+292
+3% +$10.8K 0.34% 60
2026
Q1 		$371K Buy
10,770
+5,942
+123% +$213K 0.36% 62
2025
Q4 		$171K Buy
+4,828
New +$169K 0.17% 88

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Birchwood Financial Partners's CGBL Position: Q2 2026 in Review

Birchwood Financial Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 2.7% in Q2 2026, buying an estimated $10.8K and bringing the position to 11,062 shares worth $420K. The position accounts for 0.34% of the portfolio, ranked #60.

Birchwood Financial Partners first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Birchwood Financial Partners held 11,062 shares of Capital Group Core Balanced ETF worth $420K as of Q2 2026.
  • Birchwood Financial Partners bought 292 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $10.8K.
  • Capital Group Core Balanced ETF made up 0.34% of Birchwood Financial Partners's portfolio in Q2 2026, its #60 holding.
  • Birchwood Financial Partners first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.