Founders Financial Securities’s Capital Group Core Balanced ETF CGBL Stock Holding History

Founders Financial Securities’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	$9.97M	Buy	278,522 +46,387	+20%	+$1.66M	0.56%	37
2025 Q4	$8.2M	Buy	232,135 +45,069	+24%	+$1.58M	0.48%	41
2025 Q3	$6.49M	Buy	187,066 +4,901	+3%	+$167K	0.44%	47
2025 Q2	$6.09M	Buy	182,165 +19,492	+12%	+$615K	0.46%	51
2025 Q1	$5.02M	Buy	162,673 +48,084	+42%	+$1.53M	0.43%	52
2024 Q4	$3.58M	Buy	114,589 +12,338	+12%	+$389K	0.32%	67
2024 Q3	$3.17M	Buy	102,251 +25,558	+33%	+$774K	0.29%	73
2024 Q2	$2.28M	Buy	76,693 +10,731	+16%	+$312K	0.22%	95
2024 Q1	$1.92M	Buy	65,962 +30,252	+85%	+$849K	0.2%	102
2023 Q4	$976K	Buy	+35,710	New	+$919K	0.11%	170

Other funds holding CGBL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return