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

Carson 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	$1.94M	Buy	51,012 +5,356	+12%	+$198K	0.89%	22
2026 Q1	$1.57M	Buy	45,656 +31,081	+213%	+$1.11M	0.81%	27
2025 Q4	$515K	Buy	14,575 +1,000	+7%	+$35K	0.27%	83
2025 Q3	$471K	Buy	13,575 +500	+4%	+$17K	0.25%	79
2025 Q2	$437K	Hold	13,075	–	–	0.28%	83
2025 Q1	$405K	Sell	13,075 -278	-2%	-$8.82K	0.27%	83
2024 Q4	$418K	Buy	13,353 +1,800	+16%	+$56.8K	0.29%	80
2024 Q3	$359K	Buy	+11,553	New	+$350K	0.23%	112

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

Carson Advisory's CGBL Position: Q2 2026 in Review

Carson Advisory increased its Capital Group Core Balanced ETF (CGBL) stake by 12% in Q2 2026, buying an estimated $198K and bringing the position to 51,012 shares worth $1.94M. The position accounts for 0.89% of the portfolio, ranked #22.

Carson Advisory first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Carson Advisory held 51,012 shares of Capital Group Core Balanced ETF worth $1.94M as of Q2 2026.
Carson Advisory bought 5,356 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $198K.
Capital Group Core Balanced ETF made up 0.89% of Carson Advisory's portfolio in Q2 2026, its #22 holding.
Carson Advisory first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.