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

CWS Financial 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	$5.21M	Buy	137,150 +16,197	+13%	+$599K	1.16%	16
2026 Q1	$4.16M	Buy	120,953 +13,704	+13%	+$491K	1.07%	16
2025 Q4	$3.79M	Buy	107,249 +8,411	+9%	+$294K	1.03%	16
2025 Q3	$3.43M	Buy	98,838 +5,449	+6%	+$186K	0.95%	15
2025 Q2	$3.12M	Buy	93,389 +22,768	+32%	+$718K	0.91%	18
2025 Q1	$2.19M	Buy	70,621 +26,718	+61%	+$848K	0.69%	22
2024 Q4	$1.37M	Buy	43,903 +14,886	+51%	+$470K	0.44%	29
2024 Q3	$901K	Buy	29,017 +13,172	+83%	+$399K	0.32%	37
2024 Q2	$471K	Buy	15,845 +6,902	+77%	+$200K	0.19%	61
2024 Q1	$260K	Buy	+8,943	New	+$251K	0.11%	94

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

CWS Financial Advisors's CGBL Position: Q2 2026 in Review

CWS Financial Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 13% in Q2 2026, buying an estimated $599K and bringing the position to 137,150 shares worth $5.21M. The position accounts for 1.16% of the portfolio, ranked #16.

CWS Financial Advisors first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

CWS Financial Advisors held 137,150 shares of Capital Group Core Balanced ETF worth $5.21M as of Q2 2026.
CWS Financial Advisors bought 16,197 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $599K.
Capital Group Core Balanced ETF made up 1.16% of CWS Financial Advisors's portfolio in Q2 2026, its #16 holding.
CWS Financial Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.