Continuum Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History

Continuum Advisory’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	$3.24M	Buy	94,030 +23,970	+34%	+$858K	0.31%	76
2025 Q4	$2.48M	Buy	70,060 +25,049	+56%	+$876K	0.25%	89
2025 Q3	$1.56M	Buy	45,011 +20,786	+86%	+$708K	0.17%	120
2025 Q2	$810K	Buy	24,225 +4,530	+23%	+$143K	0.1%	195
2025 Q1	$610K	Buy	19,695 +9,689	+97%	+$307K	0.08%	212
2024 Q4	$313K	Buy	10,006 +436	+5%	+$13.8K	0.04%	317
2024 Q3	$301K	Buy	9,570 +5,990	+167%	+$181K	0.04%	323
2024 Q2	$106K	Hold	3,580	–	–	0.02%	476
2024 Q1	$103K	Buy	+3,580	New	+$101K	0.02%	479

Other funds holding CGBL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return