Creative Planning’s Capital Group Core Balanced ETF CGBL Stock Holding History

Creative Planning’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	$276K	Sell	7,281 -326	-4%	-$12K	﹤0.01%	3633
2026 Q1	$262K	Sell	7,607 -4,785	-39%	-$171K	﹤0.01%	3527
2025 Q4	$438K	Buy	12,392 +173	+1%	+$6.05K	﹤0.01%	2950
2025 Q3	$424K	Buy	12,219 +5,689	+87%	+$194K	﹤0.01%	2861
2025 Q2	$218K	Buy	+6,530	New	+$206K	﹤0.01%	3155

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

Creative Planning's CGBL Position: Q2 2026 in Review

Creative Planning reduced its Capital Group Core Balanced ETF (CGBL) stake by 4.3% in Q2 2026, selling an estimated $12K and leaving 7,281 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

Creative Planning first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. The position peaked at $438K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Creative Planning held 7,281 shares of Capital Group Core Balanced ETF worth $276K as of Q2 2026.
Creative Planning sold 326 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $12K.
Capital Group Core Balanced ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3633 holding.
Creative Planning first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
Creative Planning's Capital Group Core Balanced ETF position peaked at $438K in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.