Cetera Investment Advisers
CGBL icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers's CGBL Position: Q1 2026 in Review

Cetera Investment Advisers increased its Capital Group Core Balanced ETF (CGBL) stake by 22% in Q1 2026, buying an estimated $25.9M and bringing the position to 4,048,725 shares worth $139M. The position accounts for 0.15% of the portfolio, ranked #121.

Cetera Investment Advisers first reported a position in CGBL in Q2 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Cetera Investment Advisers held 4,048,725 shares of Capital Group Core Balanced ETF worth $139M as of Q1 2026.
  • Cetera Investment Advisers bought 723,471 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $25.9M.
  • Capital Group Core Balanced ETF made up 0.15% of Cetera Investment Advisers's portfolio in Q1 2026, its #121 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 8 quarters since.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.