Cetera Investment Advisers’s Capital Group Core Balanced ETF CGBL Stock Holding History

Cetera Investment Advisers’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	$183M	Buy	4,819,328 +770,603	+19%	+$28.5M	0.17%	110
2026 Q1	$139M	Buy	4,048,725 +723,471	+22%	+$25.9M	0.15%	121
2025 Q4	$117M	Buy	3,325,254 +952,356	+40%	+$33.3M	0.13%	138
2025 Q3	$82.4M	Buy	2,372,898 +628,210	+36%	+$21.4M	0.1%	196
2025 Q2	$58.3M	Buy	1,744,688 +189,885	+12%	+$5.99M	0.1%	206
2025 Q1	$48.2M	Buy	1,554,803 +527,719	+51%	+$16.7M	0.09%	224
2024 Q4	$32.1M	Buy	1,027,084 +299,033	+41%	+$9.44M	0.07%	294
2024 Q3	$22.6M	Buy	728,051 +327,684	+82%	+$9.92M	0.05%	378
2024 Q2	$11.9M	Buy	+400,367	New	+$11.6M	0.03%	595

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers's CGBL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Core Balanced ETF (CGBL) stake by 19% in Q2 2026, buying an estimated $28.5M and bringing the position to 4,819,328 shares worth $183M. The position accounts for 0.17% of the portfolio, ranked #110.

Cetera Investment Advisers first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Cetera Investment Advisers held 4,819,328 shares of Capital Group Core Balanced ETF worth $183M as of Q2 2026.
Cetera Investment Advisers bought 770,603 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $28.5M.
Capital Group Core Balanced ETF made up 0.17% of Cetera Investment Advisers's portfolio in Q2 2026, its #110 holding.
Cetera Investment Advisers first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.