Gerber Kawasaki Wealth & Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q2	$5.66M	Buy	149,187 +13,529	+10%	+$500K	0.15%	86
2026 Q1	$4.67M	Buy	135,658 +11,987	+10%	+$429K	0.15%	86
2025 Q4	$4.37M	Buy	123,671 +17,182	+16%	+$601K	0.15%	85
2025 Q3	$3.7M	Buy	106,489 +15,162	+17%	+$517K	0.13%	90
2025 Q2	$3.05M	Buy	91,327 +17,137	+23%	+$540K	0.12%	95
2025 Q1	$2.3M	Buy	74,190 +15,103	+26%	+$479K	0.1%	102
2024 Q4	$1.85M	Buy	59,087 +26,837	+83%	+$847K	0.08%	110
2024 Q3	$1M	Buy	32,250 +23,088	+252%	+$699K	0.05%	135
2024 Q2	$272K	Buy	+9,162	New	+$266K	0.01%	237

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGBL Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Capital Group Core Balanced ETF (CGBL) stake by 10% in Q2 2026, buying an estimated $500K and bringing the position to 149,187 shares worth $5.66M. The position accounts for 0.15% of the portfolio, ranked #86.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 149,187 shares of Capital Group Core Balanced ETF worth $5.66M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 13,529 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $500K.
Capital Group Core Balanced ETF made up 0.15% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #86 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
268 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.