CX Institutional’s Capital Group Core Balanced ETF CGBL Stock Holding History

CX Institutional’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	+2,120	New	+$80K	﹤0.01%	927

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

CX Institutional's CGBL Position: Q3 2026 in Review

CX Institutional opened a new position in Capital Group Core Balanced ETF (CGBL) in Q3 2026: 2,120 shares worth $78K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings.

114 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

CX Institutional held 2,120 shares of Capital Group Core Balanced ETF worth $78K as of Q3 2026.
Capital Group Core Balanced ETF was a new CX Institutional position in Q3 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #927 holding.
114 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.