Carson Wealth (CWM LLC)’s Capital Group Core Balanced ETF CGBL Stock Holding History

Carson Wealth (CWM 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 Q1	$76.7M	Buy	2,229,671 +61,631	+3%	+$2.21M	0.2%	104
2025 Q4	$76.6M	Buy	2,168,040 +117,287	+6%	+$4.1M	0.21%	93
2025 Q3	$71.2M	Sell	2,050,753 -156,812	-7%	-$5.34M	0.21%	92
2025 Q2	$73.8M	Buy	2,207,565 +1,492,252	+209%	+$47.1M	0.26%	76
2025 Q1	$22.2M	Buy	715,313 +650,654	+1,006%	+$20.6M	0.09%	210
2024 Q4	$2.02M	Buy	64,659 +15,555	+32%	+$491K	0.01%	778
2024 Q3	$1.52M	Buy	49,104 +9,754	+25%	+$295K	0.01%	825
2024 Q2	$1.17M	Buy	39,350 +17,769	+82%	+$516K	0.01%	820
2024 Q1	$628K	Buy	21,581 +16,793	+351%	+$471K	﹤0.01%	1040
2023 Q4	$131K	Buy	+4,788	New	+$123K	﹤0.01%	1605

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGBL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group Core Balanced ETF (CGBL) stake by 2.8% in Q1 2026, buying an estimated $2.21M and bringing the position to 2,229,671 shares worth $76.7M. The position accounts for 0.2% of the portfolio, ranked #104.

Carson Wealth (CWM LLC) first reported a position in CGBL in Q4 2023 and has held it in 10 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Carson Wealth (CWM LLC) held 2,229,671 shares of Capital Group Core Balanced ETF worth $76.7M as of Q1 2026.
Carson Wealth (CWM LLC) bought 61,631 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $2.21M.
Capital Group Core Balanced ETF made up 0.2% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #104 holding.
Carson Wealth (CWM LLC) first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 10 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.