Concord Wealth Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Concord Wealth Partners’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	$11.4K	Buy	+300	New	+$11.1K	﹤0.01%	555

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

Concord Wealth Partners's CGBL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 300 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings.

360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Concord Wealth Partners held 300 shares of Capital Group Core Balanced ETF worth $11.4K as of Q2 2026.
Capital Group Core Balanced ETF was a new Concord Wealth Partners position in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #555 holding.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.