Financial Gravity Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Financial Gravity Asset Management’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	$39.5K	Hold	1,147	–	–	0.01%	335
2025 Q4	$40.5K	Hold	1,147	–	–	0.01%	274
2025 Q3	$39.8K	Buy	+1,147	New	+$39.1K	0.01%	326

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Financial Gravity Asset Management's CGBL Position: Q1 2026 in Review

Financial Gravity Asset Management held its Capital Group Core Balanced ETF (CGBL) position steady in Q1 2026 at 1,147 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #335.

Financial Gravity Asset Management first reported a position in CGBL in Q3 2025 and has held it in 3 quarters since. The position peaked at $40.5K in Q4 2025. 321 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Financial Gravity Asset Management held 1,147 shares of Capital Group Core Balanced ETF worth $39.5K as of Q1 2026.
Financial Gravity Asset Management left its Capital Group Core Balanced ETF share count unchanged in Q1 2026.
Capital Group Core Balanced ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #335 holding.
Financial Gravity Asset Management first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 3 quarters since.
Financial Gravity Asset Management's Capital Group Core Balanced ETF position peaked at $40.5K in Q4 2025.
321 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.