EverSource Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

EverSource Wealth 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	$1.84M	Sell	48,560 -2,585	-5%	-$95.5K	0.06%	235
2026 Q1	$1.76M	Buy	+51,145	New	+$1.83M	0.05%	244

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

EverSource Wealth Advisors's CGBL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 5.1% in Q2 2026, selling an estimated $95.5K and leaving 48,560 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #235.

EverSource Wealth Advisors first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

EverSource Wealth Advisors held 48,560 shares of Capital Group Core Balanced ETF worth $1.84M as of Q2 2026.
EverSource Wealth Advisors sold 2,585 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $95.5K.
Capital Group Core Balanced ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #235 holding.
EverSource Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.