BFS
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Boyer Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Boyer 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
Q2 		$11.1M Buy
295,203
+2,259
+0.8% +$83.5K 9.41% 2
2026
Q1 		$10.1M Buy
292,944
+39,028
+15% +$1.4M 10.69% 2
2025
Q4 		$9.03M Buy
+253,916
New +$8.88M 9.57% 3

Other funds holding CGBL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Boyer Financial Services's CGBL Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group Core Balanced ETF (CGBL) stake by 0.77% in Q2 2026, buying an estimated $83.5K and bringing the position to 295,203 shares worth $11.1M. The position accounts for 9.41% of the portfolio, ranked #2.

Boyer Financial Services first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Boyer Financial Services held 295,203 shares of Capital Group Core Balanced ETF worth $11.1M as of Q2 2026.
  • Boyer Financial Services bought 2,259 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $83.5K.
  • Capital Group Core Balanced ETF made up 9.41% of Boyer Financial Services's portfolio in Q2 2026, its #2 holding.
  • Boyer Financial Services first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.