CIAS
CGBL icon

CFS Investment Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

CFS Investment Advisory Services’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
2024
Q4 		– Sell
-8,575
Closed -$266K – 295
2024
Q3 		$266K Buy
+8,575
New +$260K 0.02% 263

Other funds holding CGBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFS Investment Advisory Services's CGBL Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of Capital Group Core Balanced ETF (CGBL) in Q4 2024, closing a stake of 8,575 shares — an estimated $266K sold.

CFS Investment Advisory Services first reported a position in CGBL in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 185 funds tracked by Wall St. Rank hold CGBL as of Q4 2024.

  • CFS Investment Advisory Services reported no remaining Capital Group Core Balanced ETF position as of Q4 2024 after selling out during the quarter.
  • CFS Investment Advisory Services sold 8,575 Capital Group Core Balanced ETF shares in Q4 2024, an estimated $266K.
  • CFS Investment Advisory Services first reported a position in Capital Group Core Balanced ETF in Q3 2024 and held it in 1 quarter.
  • CFS Investment Advisory Services's Capital Group Core Balanced ETF position peaked at $266K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.