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Capital Analysts LLC’s Capital Group Core Balanced ETF CGBL Stock Holding History

Capital Analysts LLC’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 		$4.43M Buy
116,614
+61,761
+113% +$2.28M 0.1% 166
2026
Q1 		$1.89M Buy
54,853
+43,512
+384% +$1.56M 0.05% 257
2025
Q4 		$401K Buy
11,341
+6,228
+122% +$218K 0.01% 466
2025
Q3 		$178K Buy
+5,113
New +$174K 0.01% 610
2025
Q1 		– Sell
-601
Closed -$19K – 1370
2024
Q4 		$19K Buy
+601
New +$19K ﹤0.01% 952

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

Capital Analysts LLC's CGBL Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Core Balanced ETF (CGBL) stake by 113% in Q2 2026, buying an estimated $2.28M and bringing the position to 116,614 shares worth $4.43M. The position accounts for 0.1% of the portfolio, ranked #166.

Capital Analysts LLC first reported a position in CGBL in Q4 2024 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Capital Analysts LLC held 116,614 shares of Capital Group Core Balanced ETF worth $4.43M as of Q2 2026.
  • Capital Analysts LLC bought 61,761 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.28M.
  • Capital Group Core Balanced ETF made up 0.1% of Capital Analysts LLC's portfolio in Q2 2026, its #166 holding.
  • Capital Analysts LLC first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.