Global Retirement Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Global Retirement 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	$1.86M	Buy	+48,907	New	+$1.81M	0.03%	514
2025 Q4	$913K	Buy	25,833 +13,018	+102%	+$455K	0.02%	698
2025 Q3	$445K	Buy	12,815 +3,132	+32%	+$107K	0.01%	800
2025 Q2	$324K	Buy	+9,683	New	+$305K	0.01%	888
2024 Q4	$77.7K	Buy	2,484 +2,007	+421%	+$63.3K	﹤0.01%	1397
2024 Q3	$14.8K	Buy	+477	New	+$14.4K	﹤0.01%	2139

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

Global Retirement Partners's CGBL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 48,907 shares worth $1.86M. The stake represents 0.03% of the portfolio and ranks #514 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGBL as recently as Q4 2025.

Global Retirement Partners first reported a position in CGBL in Q3 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Global Retirement Partners held 48,907 shares of Capital Group Core Balanced ETF worth $1.86M as of Q2 2026.
Capital Group Core Balanced ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group Core Balanced ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #514 holding.
Global Retirement Partners first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.