Blueprint Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Blueprint Financial Advisors’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	$3.32M	Buy	96,497 +13,816	+17%	+$495K	0.49%	36
2025 Q4	$2.92M	Buy	82,681 +23,332	+39%	+$816K	0.45%	46
2025 Q3	$2.06M	Buy	+59,349	New	+$2.02M	0.45%	55

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

Blueprint Financial Advisors's CGBL Position: Q1 2026 in Review

Blueprint Financial Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 17% in Q1 2026, buying an estimated $495K and bringing the position to 96,497 shares worth $3.32M. The position accounts for 0.49% of the portfolio, ranked #36.

Blueprint Financial Advisors first reported a position in CGBL in Q3 2025 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Blueprint Financial Advisors held 96,497 shares of Capital Group Core Balanced ETF worth $3.32M as of Q1 2026.
Blueprint Financial Advisors bought 13,816 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $495K.
Capital Group Core Balanced ETF made up 0.49% of Blueprint Financial Advisors's portfolio in Q1 2026, its #36 holding.
Blueprint Financial Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 3 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.