Cambridge Investment Research Advisors
CGBL icon

Cambridge Investment Research Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Cambridge Investment Research 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
Q2 		$98.5M Buy
2,594,048
+298,834
+13% +$11M 0.22% 81
2026
Q1 		$79M Buy
2,295,214
+43,205
+2% +$1.55M 0.2% 92
2025
Q4 		$79.6M Buy
2,252,009
+330,471
+17% +$11.6M 0.21% 83
2025
Q3 		$66.7M Buy
1,921,538
+285,476
+17% +$9.73M 0.18% 102
2025
Q2 		$54.7M Buy
1,636,062
+87,102
+6% +$2.75M 0.17% 111
2025
Q1 		$48M Buy
1,548,960
+277,492
+22% +$8.81M 0.16% 118
2024
Q4 		$39.8M Buy
1,271,468
+317,316
+33% +$10M 0.13% 147
2024
Q3 		$29.6M Buy
954,152
+275,020
+40% +$8.33M 0.1% 197
2024
Q2 		$20.2M Buy
679,132
+185,251
+38% +$5.38M 0.07% 261
2024
Q1 		$14.4M Buy
493,881
+269,552
+120% +$7.57M 0.06% 342
2023
Q4 		$6.13M Buy
+224,329
New +$5.77M 0.03% 607

Other funds holding CGBL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Cambridge Investment Research Advisors's CGBL Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 13% in Q2 2026, buying an estimated $11M and bringing the position to 2,594,048 shares worth $98.5M. The position accounts for 0.22% of the portfolio, ranked #81.

Cambridge Investment Research Advisors first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 193 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,594,048 shares of Capital Group Core Balanced ETF worth $98.5M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 298,834 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $11M.
  • Capital Group Core Balanced ETF made up 0.22% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #81 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
  • 193 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.