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Cassady Wealth & Retirement Planning’s Capital Group Core Balanced ETF CGBL Stock Holding History

Cassady Wealth & Retirement Planning’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 		$4.19M Buy
110,393
+2,871
+3% +$106K 1.95% 18
2026
Q1 		$3.94M Buy
107,522
+10,895
+11% +$390K 2.04% 12
2025
Q4 		$3.41M Buy
+96,627
New +$3.38M 2.23% 12

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

Cassady Wealth & Retirement Planning's CGBL Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Capital Group Core Balanced ETF (CGBL) stake by 2.7% in Q2 2026, buying an estimated $106K and bringing the position to 110,393 shares worth $4.19M. The position accounts for 1.95% of the portfolio, ranked #18.

Cassady Wealth & Retirement Planning first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 110,393 shares of Capital Group Core Balanced ETF worth $4.19M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 2,871 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $106K.
  • Capital Group Core Balanced ETF made up 1.95% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #18 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.