Focus Partners Advisor Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History

Focus Partners Advisor 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	$1.03M	Buy	27,063 +3,460	+15%	+$128K	0.01%	569
2026 Q1	$812K	Sell	23,603 -1,886	-7%	-$67.5K	0.01%	621
2025 Q4	$901K	Sell	25,489 -15,760	-38%	-$551K	0.01%	527
2025 Q3	$1.44M	Buy	41,249 +25,105	+156%	+$855K	0.02%	411
2025 Q2	$540K	Buy	16,144 +3,795	+31%	+$120K	0.01%	646
2025 Q1	$383K	Buy	+12,349	New	+$392K	0.01%	666

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

Focus Partners Advisor Solutions's CGBL Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Capital Group Core Balanced ETF (CGBL) stake by 15% in Q2 2026, buying an estimated $128K and bringing the position to 27,063 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #569.

Focus Partners Advisor Solutions first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q3 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Focus Partners Advisor Solutions held 27,063 shares of Capital Group Core Balanced ETF worth $1.03M as of Q2 2026.
Focus Partners Advisor Solutions bought 3,460 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $128K.
Capital Group Core Balanced ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #569 holding.
Focus Partners Advisor Solutions first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's Capital Group Core Balanced ETF position peaked at $1.44M in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.