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

CoreCap 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 Q3	$78K	Buy	2,122 +1,203	+131%	+$45.4K	﹤0.01%	1202
2026 Q2	$34.9K	Sell	919 -303	-25%	-$11.2K	﹤0.01%	1567
2026 Q1	$42K	Buy	1,222 +189	+18%	+$6.77K	﹤0.01%	1379
2025 Q4	$36.5K	Buy	1,033 +1,026	+14,657%	+$35.9K	﹤0.01%	1453
2025 Q3	$243	Buy	+7	New	+$238	﹤0.01%	2648

Other funds holding CGBL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's CGBL Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 131% in Q3 2026, buying an estimated $45.4K and bringing the position to 2,122 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

CoreCap Advisors first reported a position in CGBL in Q3 2025 and has held it in 5 quarters since. 114 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

CoreCap Advisors held 2,122 shares of Capital Group Core Balanced ETF worth $78K as of Q3 2026.
CoreCap Advisors bought 1,203 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $45.4K.
Capital Group Core Balanced ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1202 holding.
CoreCap Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 5 quarters since.
114 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.