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Forge Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Forge Financial Services’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 		$146M Buy
3,842,632
+77,588
+2% +$2.87M 12.56% 4
2026
Q1 		$130M Buy
+3,765,044
New +$135M 13.12% 4

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Forge Financial Services's CGBL Position: Q2 2026 in Review

Forge Financial Services increased its Capital Group Core Balanced ETF (CGBL) stake by 2.1% in Q2 2026, buying an estimated $2.87M and bringing the position to 3,842,632 shares worth $146M. The position accounts for 12.56% of the portfolio, ranked #4.

Forge Financial Services first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Forge Financial Services held 3,842,632 shares of Capital Group Core Balanced ETF worth $146M as of Q2 2026.
  • Forge Financial Services bought 77,588 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.87M.
  • Capital Group Core Balanced ETF made up 12.56% of Forge Financial Services's portfolio in Q2 2026, its #4 holding.
  • Forge Financial Services first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.