Challenger Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Challenger Wealth Management’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	$4.77M	Buy	125,580 +1,284	+1%	+$47.5K	3.51%	5
2026 Q1	$4.28M	Sell	124,296 -1,830	-1%	-$65.5K	3.42%	7
2025 Q4	$4.46M	Buy	126,126 +9,134	+8%	+$320K	3.4%	7
2025 Q3	$4.06M	Buy	116,992 +7,734	+7%	+$263K	3.18%	8
2025 Q2	$3.65M	Sell	109,258 -7,068	-6%	-$223K	2.53%	10
2025 Q1	$3.6M	Buy	116,326 +13,975	+14%	+$444K	2.86%	7
2024 Q4	$3.2M	Buy	+102,351	New	+$3.23M	2.76%	8

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

Challenger Wealth Management's CGBL Position: Q2 2026 in Review

Challenger Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 1% in Q2 2026, buying an estimated $47.5K and bringing the position to 125,580 shares worth $4.77M. The position accounts for 3.51% of the portfolio, ranked #5.

Challenger Wealth Management 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.

Challenger Wealth Management held 125,580 shares of Capital Group Core Balanced ETF worth $4.77M as of Q2 2026.
Challenger Wealth Management bought 1,284 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $47.5K.
Capital Group Core Balanced ETF made up 3.51% of Challenger Wealth Management's portfolio in Q2 2026, its #5 holding.
Challenger Wealth Management 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 Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.