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

Concurrent Investment 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	$23.7M	Buy	623,389 +50,481	+9%	+$1.87M	0.2%	102
2026 Q1	$19.7M	Sell	572,908 -271,041	-32%	-$9.71M	0.21%	101
2025 Q4	$29.8M	Buy	843,949 +354,864	+73%	+$12.4M	0.34%	58
2025 Q3	$17M	Buy	489,085 +133,292	+37%	+$4.54M	0.29%	69
2025 Q2	$11.9M	Buy	355,793 +156,545	+79%	+$4.94M	0.23%	94
2025 Q1	$6.17M	Buy	199,248 +7,786	+4%	+$247K	0.15%	147
2024 Q4	$5.99M	Sell	191,462 -2,997	-2%	-$94.6K	0.16%	132
2024 Q3	$6.04M	Sell	194,459 -3,020	-2%	-$91.4K	0.18%	121
2024 Q2	$5.87M	Buy	+197,479	New	+$5.73M	0.19%	119

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

Concurrent Investment Advisors's CGBL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 8.8% in Q2 2026, buying an estimated $1.87M and bringing the position to 623,389 shares worth $23.7M. The position accounts for 0.2% of the portfolio, ranked #102.

Concurrent Investment Advisors first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.8M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Concurrent Investment Advisors held 623,389 shares of Capital Group Core Balanced ETF worth $23.7M as of Q2 2026.
Concurrent Investment Advisors bought 50,481 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.87M.
Capital Group Core Balanced ETF made up 0.2% of Concurrent Investment Advisors's portfolio in Q2 2026, its #102 holding.
Concurrent Investment Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Capital Group Core Balanced ETF position peaked at $29.8M in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.