Gateway Wealth Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Gateway Wealth Partners’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	$9.83M	Sell	259,076 -91,312	-26%	-$3.37M	0.59%	34
2026 Q1	$12.1M	Buy	350,388 +285,763	+442%	+$10.2M	0.47%	51
2025 Q4	$2.28M	Buy	64,625 +30,893	+92%	+$1.08M	0.25%	108
2025 Q3	$1.17M	Buy	33,732 +8,922	+36%	+$304K	0.16%	144
2025 Q2	$830K	Buy	24,810 +5,488	+28%	+$173K	0.16%	147
2025 Q1	$599K	Buy	19,322 +3,369	+21%	+$107K	0.13%	158
2024 Q4	$499K	Buy	15,953 +7,772	+95%	+$245K	0.13%	162
2024 Q3	$254K	Buy	+8,181	New	+$248K	0.07%	238

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

Gateway Wealth Partners's CGBL Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Core Balanced ETF (CGBL) stake by 26% in Q2 2026, selling an estimated $3.37M and leaving 259,076 shares worth $9.83M. The position accounts for 0.59% of the portfolio, ranked #34.

Gateway Wealth Partners first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.1M in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Gateway Wealth Partners held 259,076 shares of Capital Group Core Balanced ETF worth $9.83M as of Q2 2026.
Gateway Wealth Partners sold 91,312 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.37M.
Capital Group Core Balanced ETF made up 0.59% of Gateway Wealth Partners's portfolio in Q2 2026, its #34 holding.
Gateway Wealth Partners first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Capital Group Core Balanced ETF position peaked at $12.1M in Q1 2026.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.