Centaurus Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Centaurus Financial’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	$5.68M	Buy	149,521 +28,515	+24%	+$1.05M	0.22%	102
2026 Q1	$4.16M	Buy	121,006 +14,350	+13%	+$514K	0.2%	113
2025 Q4	$3.77M	Buy	106,656 +13,381	+14%	+$468K	0.17%	124
2025 Q3	$3.24M	Sell	93,275 -232	-0.2%	-$7.9K	0.15%	136
2025 Q2	$3.13M	Buy	93,507 +20,487	+28%	+$646K	0.18%	129
2025 Q1	$2.26M	Buy	73,020 +37,531	+106%	+$1.19M	0.14%	153
2024 Q4	$1.11M	Buy	+35,489	New	+$1.12M	0.07%	256

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

Centaurus Financial's CGBL Position: Q2 2026 in Review

Centaurus Financial increased its Capital Group Core Balanced ETF (CGBL) stake by 24% in Q2 2026, buying an estimated $1.05M and bringing the position to 149,521 shares worth $5.68M. The position accounts for 0.22% of the portfolio, ranked #102.

Centaurus Financial 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.

Centaurus Financial held 149,521 shares of Capital Group Core Balanced ETF worth $5.68M as of Q2 2026.
Centaurus Financial bought 28,515 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.05M.
Capital Group Core Balanced ETF made up 0.22% of Centaurus Financial's portfolio in Q2 2026, its #102 holding.
Centaurus Financial 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 Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.