Commonwealth Equity Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Commonwealth Equity 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
2026 Q2	$132M	Buy	3,483,547 +241,503	+7%	+$8.92M	0.17%	126
2026 Q1	$112M	Buy	3,242,044 +484,059	+18%	+$17.3M	0.16%	127
2025 Q4	$97.4M	Buy	2,757,985 +696,231	+34%	+$24.4M	0.13%	143
2025 Q3	$71.6M	Buy	2,061,754 +242,948	+13%	+$8.28M	0.09%	205
2025 Q2	$60.8M	Sell	1,818,806 -2,945	-0.2%	-$92.9K	0.08%	244
2025 Q1	$56.4M	Buy	1,821,751 +588,909	+48%	+$18.7M	0.08%	249
2024 Q4	$38.6M	Buy	1,232,842 +343,818	+39%	+$10.8M	0.06%	317
2024 Q3	$27.6M	Buy	889,024 +181,509	+26%	+$5.5M	0.04%	417
2024 Q2	$21M	Sell	707,515 -13,114	-2%	-$381K	0.03%	482
2024 Q1	$21M	Buy	720,629 +569,828	+378%	+$16M	0.03%	474
2023 Q4	$4.12M	Buy	+150,801	New	+$3.88M	0.01%	1216

Other funds holding CGBL

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services's CGBL Position: Q2 2026 in Review

Commonwealth Equity Services increased its Capital Group Core Balanced ETF (CGBL) stake by 7.4% in Q2 2026, buying an estimated $8.92M and bringing the position to 3,483,547 shares worth $132M. The position accounts for 0.17% of the portfolio, ranked #126.

Commonwealth Equity Services first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 175 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Commonwealth Equity Services held 3,483,547 shares of Capital Group Core Balanced ETF worth $132M as of Q2 2026.
Commonwealth Equity Services bought 241,503 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $8.92M.
Capital Group Core Balanced ETF made up 0.17% of Commonwealth Equity Services's portfolio in Q2 2026, its #126 holding.
Commonwealth Equity Services first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
175 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.