Equitable Holdings’s Capital Group Core Balanced ETF CGBL Stock Holding History

Equitable Holdings’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	$12.2M	Buy	320,886 +134,963	+73%	+$4.99M	0.07%	248
2026 Q1	$6.57M	Buy	185,923 +28,090	+18%	+$1.01M	0.04%	359
2025 Q4	$5.58M	Buy	157,833 +38,568	+32%	+$1.35M	0.04%	348
2025 Q3	$4.14M	Buy	119,265 +29,342	+33%	+$1,000K	0.03%	403
2025 Q2	$3.01M	Buy	89,923 +70,107	+354%	+$2.21M	0.02%	455
2025 Q1	$614K	Buy	19,816 +483	+2%	+$15.3K	0.01%	858
2024 Q4	$605K	Buy	+19,333	New	+$610K	0.01%	823

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

Equitable Holdings's CGBL Position: Q2 2026 in Review

Equitable Holdings increased its Capital Group Core Balanced ETF (CGBL) stake by 73% in Q2 2026, buying an estimated $4.99M and bringing the position to 320,886 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #248.

Equitable Holdings first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Equitable Holdings held 320,886 shares of Capital Group Core Balanced ETF worth $12.2M as of Q2 2026.
Equitable Holdings bought 134,963 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.99M.
Capital Group Core Balanced ETF made up 0.07% of Equitable Holdings's portfolio in Q2 2026, its #248 holding.
Equitable Holdings first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.