CAWM
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Capital A Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-1,858
Closed -$57.6K – 491
2025
Q1 		$57.6K Sell
1,858
-182
-9% -$5.78K 0.06% 137
2024
Q4 		$63.8K Buy
+2,040
New +$64.4K 0.11% 139

Other funds holding CGBL

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Envestnet Asset Management
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ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Capital A Wealth Management's CGBL Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2025, closing a stake of 1,858 shares — an estimated $57.6K sold.

Capital A Wealth Management first reported a position in CGBL in Q4 2024 and held it in 2 quarters. The position peaked at $63.8K in Q4 2024. 243 funds tracked by Wall St. Rank hold CGBL as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Core Balanced ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,858 Capital Group Core Balanced ETF shares in Q2 2025, an estimated $57.6K.
  • Capital A Wealth Management first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group Core Balanced ETF position peaked at $63.8K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.