GAA
CGBL icon

Guardian Asset Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Guardian Asset Advisors’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 		$277K Buy
+7,300
New +$270K 0.13% 106

Other funds holding CGBL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

Guardian Asset Advisors's CGBL Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 7,300 shares worth $277K. The stake represents 0.13% of the portfolio and ranks #106 among its holdings.

133 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Guardian Asset Advisors held 7,300 shares of Capital Group Core Balanced ETF worth $277K as of Q2 2026.
  • Capital Group Core Balanced ETF was a new Guardian Asset Advisors position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.13% of Guardian Asset Advisors's portfolio in Q2 2026, its #106 holding.
  • 133 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.