Greenbush Financial Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Greenbush Financial 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
2026 Q2	$20.9M	Sell	549,400 -1,841	-0.3%	-$68K	6.13%	5
2026 Q1	$19M	Buy	551,241 +36,285	+7%	+$1.3M	6.28%	5
2025 Q4	$18.2M	Buy	514,956 +52,435	+11%	+$1.83M	6.19%	4
2025 Q3	$16.1M	Buy	462,521 +27,345	+6%	+$932K	6.16%	4
2025 Q2	$14.6M	Buy	435,176 +101,838	+31%	+$3.21M	6.34%	4
2025 Q1	$10.3M	Buy	333,338 +11,002	+3%	+$349K	5.14%	7
2024 Q4	$10.1M	Buy	+322,336	New	+$10.2M	5.31%	6

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

Greenbush Financial Group's CGBL Position: Q2 2026 in Review

Greenbush Financial Group reduced its Capital Group Core Balanced ETF (CGBL) stake by 0.33% in Q2 2026, selling an estimated $68K and leaving 549,400 shares worth $20.9M. The position accounts for 6.13% of the portfolio, ranked #5.

Greenbush Financial Group first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Greenbush Financial Group held 549,400 shares of Capital Group Core Balanced ETF worth $20.9M as of Q2 2026.
Greenbush Financial Group sold 1,841 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $68K.
Capital Group Core Balanced ETF made up 6.13% of Greenbush Financial Group's portfolio in Q2 2026, its #5 holding.
Greenbush Financial Group first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.