FC
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Financial Consulate’s Capital Group Core Balanced ETF CGBL Stock Holding History

Financial Consulate’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 		$6.02K Hold
158
– – ﹤0.01% 804
2026
Q1 		$5.46K Buy
+158
New +$5.66K ﹤0.01% 775

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Consulate's CGBL Position: Q2 2026 in Review

Financial Consulate held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 158 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Financial Consulate 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.

  • Financial Consulate held 158 shares of Capital Group Core Balanced ETF worth $6.02K as of Q2 2026.
  • Financial Consulate left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #804 holding.
  • Financial Consulate 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 Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.