GPS Wealth Strategies Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-72,900	Closed	-$2.53M	–	713
2025 Q3	$2.53M	Buy	72,900 +23,890	+49%	+$814K	0.27%	63
2025 Q2	$1.64M	Buy	49,010 +10,332	+27%	+$326K	0.19%	81
2025 Q1	$1.2M	Buy	38,678 +2,351	+6%	+$74.6K	0.16%	94
2024 Q4	$1.14M	Buy	36,327 +15,438	+74%	+$487K	0.15%	96
2024 Q3	$650K	Buy	+20,889	New	+$632K	0.09%	153

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

GPS Wealth Strategies Group's CGBL Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Capital Group Core Balanced ETF (CGBL) in Q4 2025, closing a stake of 72,900 shares — an estimated $2.53M sold.

GPS Wealth Strategies Group first reported a position in CGBL in Q3 2024 and held it in 5 quarters. The position peaked at $2.53M in Q3 2025. 311 funds tracked by Wall St. Rank hold CGBL as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Capital Group Core Balanced ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 72,900 Capital Group Core Balanced ETF shares in Q4 2025, an estimated $2.53M.
GPS Wealth Strategies Group first reported a position in Capital Group Core Balanced ETF in Q3 2024 and held it in 5 quarters.
GPS Wealth Strategies Group's Capital Group Core Balanced ETF position peaked at $2.53M in Q3 2025.
311 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.