Calton & Associates’s Capital Group Core Balanced ETF CGBL Stock Holding History

Calton & Associates’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	$311K	Buy	+8,180	New	+$302K	0.05%	308

Other funds holding CGBL

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Calton & Associates's CGBL Position: Q2 2026 in Review

Calton & Associates opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 8,180 shares worth $311K. The stake represents 0.05% of the portfolio and ranks #308 among its holdings.

360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Calton & Associates held 8,180 shares of Capital Group Core Balanced ETF worth $311K as of Q2 2026.
Capital Group Core Balanced ETF was a new Calton & Associates position in Q2 2026.
Capital Group Core Balanced ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #308 holding.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.