Essex Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Essex Financial Services’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 Q1	$7.48M	Buy	217,276 +53,657	+33%	+$1.92M	0.42%	51
2025 Q4	$5.78M	Buy	163,619 +28,715	+21%	+$1M	0.33%	66
2025 Q3	$4.68M	Buy	134,904 +49,422	+58%	+$1.68M	0.28%	79
2025 Q2	$2.86M	Buy	85,482 +28,025	+49%	+$884K	0.19%	125
2025 Q1	$1.78M	Buy	57,457 +15,129	+36%	+$480K	0.13%	158
2024 Q4	$1.32M	Buy	42,328 +24,270	+134%	+$766K	0.09%	188
2024 Q3	$569K	Buy	+18,058	New	+$547K	0.04%	352

Other funds holding CGBL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's CGBL Position: Q1 2026 in Review

Essex Financial Services increased its Capital Group Core Balanced ETF (CGBL) stake by 33% in Q1 2026, buying an estimated $1.92M and bringing the position to 217,276 shares worth $7.48M. The position accounts for 0.42% of the portfolio, ranked #51.

Essex Financial Services first reported a position in CGBL in Q3 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Essex Financial Services held 217,276 shares of Capital Group Core Balanced ETF worth $7.48M as of Q1 2026.
Essex Financial Services bought 53,657 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $1.92M.
Capital Group Core Balanced ETF made up 0.42% of Essex Financial Services's portfolio in Q1 2026, its #51 holding.
Essex Financial Services first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 7 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.