Cary Street Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Cary Street Partners’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	$13.2M	Buy	347,708 +4,094	+1%	+$151K	0.29%	84
2026 Q1	$11.8M	Sell	343,614 -12,652	-4%	-$453K	0.29%	82
2025 Q4	$12.6M	Sell	356,266 -13,165	-4%	-$461K	0.31%	79
2025 Q3	$12.8M	Buy	369,431 +2,399	+0.7%	+$81.7K	0.33%	73
2025 Q2	$12.3M	Buy	367,032 +359,581	+4,826%	+$11.3M	0.34%	72
2025 Q1	$231K	Hold	7,451	–	–	0.01%	705
2024 Q4	$233K	Buy	+7,451	New	+$235K	0.01%	681

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

Cary Street Partners's CGBL Position: Q2 2026 in Review

Cary Street Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 1.2% in Q2 2026, buying an estimated $151K and bringing the position to 347,708 shares worth $13.2M. The position accounts for 0.29% of the portfolio, ranked #84.

Cary Street Partners first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Cary Street Partners held 347,708 shares of Capital Group Core Balanced ETF worth $13.2M as of Q2 2026.
Cary Street Partners bought 4,094 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $151K.
Capital Group Core Balanced ETF made up 0.29% of Cary Street Partners's portfolio in Q2 2026, its #84 holding.
Cary Street Partners first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.