CCG Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

CCG Wealth Management’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	$1.49M	Sell	39,250 -6,713	-15%	-$248K	0.35%	44
2026 Q1	$1.59M	Buy	45,963 +37,150	+422%	+$1.33M	0.43%	38
2025 Q4	$311K	Buy	+8,813	New	+$308K	0.13%	75

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

CCG Wealth Management's CGBL Position: Q2 2026 in Review

CCG Wealth Management reduced its Capital Group Core Balanced ETF (CGBL) stake by 15% in Q2 2026, selling an estimated $248K and leaving 39,250 shares worth $1.49M. The position accounts for 0.35% of the portfolio, ranked #44.

CCG Wealth Management first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

CCG Wealth Management held 39,250 shares of Capital Group Core Balanced ETF worth $1.49M as of Q2 2026.
CCG Wealth Management sold 6,713 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $248K.
Capital Group Core Balanced ETF made up 0.35% of CCG Wealth Management's portfolio in Q2 2026, its #44 holding.
CCG Wealth Management first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
CCG Wealth Management's Capital Group Core Balanced ETF position peaked at $1.59M in Q1 2026.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.