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

Claro 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
Q2 		$255K Hold
6,725
– – 0.03% 451
2026
Q1 		$231K Hold
6,725
– – 0.03% 444
2025
Q4 		$238K Buy
6,725
+50
+0.7% +$1.75K 0.03% 377
2025
Q3 		$232K Hold
6,675
– – 0.03% 354
2025
Q2 		$223K Buy
6,675
+40
+0.6% +$1.26K 0.04% 343
2025
Q1 		$206K Hold
6,635
– – 0.03% 481
2024
Q4 		$207K Buy
+6,635
New +$209K 0.03% 460

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Claro Advisors's CGBL Position: Q2 2026 in Review

Claro Advisors held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 6,725 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #451.

Claro Advisors 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.

  • Claro Advisors held 6,725 shares of Capital Group Core Balanced ETF worth $255K as of Q2 2026.
  • Claro Advisors left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #451 holding.
  • Claro Advisors 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 Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.