Evergreen Wealth Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History

Evergreen Wealth Solutions’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	$7.74M	Buy	200,753 +92,977	+86%	+$3.44M	0.4%	48
2026 Q1	$3.71M	Buy	107,776 +100,681	+1,419%	+$3.61M	0.26%	76
2025 Q4	$251K	Buy	7,095 +245	+4%	+$8.57K	0.04%	186
2025 Q3	$238K	Hold	6,850	–	–	0.13%	105
2025 Q2	$229K	Buy	+6,850	New	+$216K	0.14%	105

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

Evergreen Wealth Solutions's CGBL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group Core Balanced ETF (CGBL) stake by 86% in Q2 2026, buying an estimated $3.44M and bringing the position to 200,753 shares worth $7.74M. The position accounts for 0.4% of the portfolio, ranked #48.

Evergreen Wealth Solutions first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Evergreen Wealth Solutions held 200,753 shares of Capital Group Core Balanced ETF worth $7.74M as of Q2 2026.
Evergreen Wealth Solutions bought 92,977 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.44M.
Capital Group Core Balanced ETF made up 0.4% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #48 holding.
Evergreen Wealth Solutions first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.