Citadel Advisors
CGBL icon

Citadel Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Citadel Advisors’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 		$7.66M Buy
222,510
+55,052
+33% +$1.97M 0.01% 3651
2025
Q4 		$5.92M Buy
167,458
+31,290
+23% +$1.09M ﹤0.01% 4027
2025
Q3 		$4.73M Sell
136,168
-119,679
-47% -$4.08M ﹤0.01% 4456
2025
Q2 		$8.56M Buy
255,847
+210,889
+469% +$6.65M 0.01% 3252
2025
Q1 		$1.39M Sell
44,958
-4,752
-10% -$151K ﹤0.01% 6237
2024
Q4 		$1.55M Buy
+49,710
New +$1.57M ﹤0.01% 6155
2024
Q1 		– Sell
-24,560
Closed -$671K – 14641
2023
Q4 		$671K Buy
+24,560
New +$632K ﹤0.01% 7483

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return