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

Cape Investment Advisory’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	$120K	Buy	+3,155	New	+$117K	0.03%	313
2026 Q1	–	Sell	-800	Closed	-$28.3K	–	369
2025 Q4	$28.3K	Buy	+800	New	+$28K	0.01%	542

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

Cape Investment Advisory's CGBL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 3,155 shares worth $120K. The stake represents 0.03% of the portfolio and ranks #313 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CGBL as recently as Q4 2025.

Cape Investment Advisory first reported a position in CGBL in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Cape Investment Advisory held 3,155 shares of Capital Group Core Balanced ETF worth $120K as of Q2 2026.
Capital Group Core Balanced ETF was a new Cape Investment Advisory position in Q2 2026.
Capital Group Core Balanced ETF made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #313 holding.
Cape Investment Advisory first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 2 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

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