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

Certior Financial Group’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	$1.25M	Buy	32,835 +770	+2%	+$28.5K	0.68%	32
2026 Q1	$1.1M	Buy	32,065 +9,207	+40%	+$330K	0.7%	33
2025 Q4	$808K	Buy	22,858 +7,901	+53%	+$276K	0.55%	44
2025 Q3	$519K	Buy	14,957 +1,649	+12%	+$56.2K	0.34%	63
2025 Q2	$445K	Buy	13,308 +1,156	+10%	+$36.5K	0.33%	65
2025 Q1	$376K	Buy	12,152 +565	+5%	+$17.9K	0.3%	78
2024 Q4	$362K	Buy	+11,587	New	+$366K	0.31%	80

Other funds holding CGBL

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Certior Financial Group's CGBL Position: Q2 2026 in Review

Certior Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 2.4% in Q2 2026, buying an estimated $28.5K and bringing the position to 32,835 shares worth $1.25M. The position accounts for 0.68% of the portfolio, ranked #32.

Certior Financial Group first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Certior Financial Group held 32,835 shares of Capital Group Core Balanced ETF worth $1.25M as of Q2 2026.
Certior Financial Group bought 770 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $28.5K.
Capital Group Core Balanced ETF made up 0.68% of Certior Financial Group's portfolio in Q2 2026, its #32 holding.
Certior Financial Group first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.