BIG
CGBL icon

Brookwood Investment Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Brookwood Investment Group’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 		$1.27M Buy
33,349
+185
+0.6% +$6.84K 0.14% 151
2026
Q1 		$1.14M Buy
33,164
+1,958
+6% +$70.1K 0.14% 154
2025
Q4 		$1.1M Buy
31,206
+10,757
+53% +$376K 0.13% 146
2025
Q3 		$710K Buy
20,449
+82
+0.4% +$2.79K 0.09% 197
2025
Q2 		$681K Sell
20,367
-545
-3% -$17.2K 0.11% 191
2025
Q1 		$648K Buy
+20,912
New +$664K 0.11% 183

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

Brookwood Investment Group's CGBL Position: Q2 2026 in Review

Brookwood Investment Group increased its Capital Group Core Balanced ETF (CGBL) stake by 0.56% in Q2 2026, buying an estimated $6.84K and bringing the position to 33,349 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #151.

Brookwood Investment Group first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Brookwood Investment Group held 33,349 shares of Capital Group Core Balanced ETF worth $1.27M as of Q2 2026.
  • Brookwood Investment Group bought 185 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $6.84K.
  • Capital Group Core Balanced ETF made up 0.14% of Brookwood Investment Group's portfolio in Q2 2026, its #151 holding.
  • Brookwood Investment Group first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.