Goldman Sachs
CGBL icon

Goldman Sachs’s Capital Group Core Balanced ETF CGBL Stock Holding History

Goldman Sachs’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
2024
Q2 		– Sell
-60,000
Closed -$1.75M – 5675
2024
Q1 		$1.75M Buy
+60,000
New +$1.68M ﹤0.01% 3958

Other funds holding CGBL

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs's CGBL Position: Q2 2024 in Review

Goldman Sachs sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2024, closing a stake of 60,000 shares — an estimated $1.75M sold.

Goldman Sachs first reported a position in CGBL in Q1 2024 and held it in 1 quarter. The position peaked at $1.75M in Q1 2024. 108 funds tracked by Wall St. Rank hold CGBL as of Q2 2024.

  • Goldman Sachs reported no remaining Capital Group Core Balanced ETF position as of Q2 2024 after selling out during the quarter.
  • Goldman Sachs sold 60,000 Capital Group Core Balanced ETF shares in Q2 2024, an estimated $1.75M.
  • Goldman Sachs first reported a position in Capital Group Core Balanced ETF in Q1 2024 and held it in 1 quarter.
  • Goldman Sachs's Capital Group Core Balanced ETF position peaked at $1.75M in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2024.

Based on Goldman Sachs's 13F filing for Q2 2024, filed 13 Aug 2024.