Capital International Investors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Capital International Investors’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	$304K	Buy	+8,001	New	+$296K	﹤0.01%	437
2025 Q4	–	Sell	-22,373	Closed	-$777K	–	459
2025 Q3	$777K	Buy	22,373 +669	+3%	+$22.8K	﹤0.01%	433
2025 Q2	$726K	Sell	21,704 -9,949	-31%	-$314K	﹤0.01%	429
2025 Q1	$981K	Sell	31,653 -12	-0%	-$381	﹤0.01%	430
2024 Q4	$990K	Sell	31,665 -9,994	-24%	-$315K	﹤0.01%	439
2024 Q3	$1.29M	Buy	41,659 +8,998	+28%	+$272K	﹤0.01%	419
2024 Q2	$971K	Sell	32,661 -724,339	-96%	-$21M	﹤0.01%	431
2024 Q1	$22M	Sell	757,000 -202,000	-21%	-$5.67M	﹤0.01%	373
2023 Q4	$26.2M	Sell	959,000 -225,000	-19%	-$5.79M	0.01%	373
2023 Q3	$29.6M	Buy	+1,184,000	New	+$29.6M	0.01%	353

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital International Investors's CGBL Position: Q2 2026 in Review

Capital International Investors opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 8,001 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Capital International Investors previously reported a position in CGBL as recently as Q3 2025.

Capital International Investors first reported a position in CGBL in Q3 2023 and has held it in 10 quarters since. The position peaked at $29.6M in Q3 2023. 307 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Capital International Investors held 8,001 shares of Capital Group Core Balanced ETF worth $304K as of Q2 2026.
Capital Group Core Balanced ETF was a new Capital International Investors position in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of Capital International Investors's portfolio in Q2 2026, its #437 holding.
Capital International Investors first reported a position in Capital Group Core Balanced ETF in Q3 2023 and has held it in 10 quarters since.
Capital International Investors's Capital Group Core Balanced ETF position peaked at $29.6M in Q3 2023.
307 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.