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

Herold 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
2025
Q3 		– Sell
-18,220
Closed -$609K – 257
2025
Q2 		$609K Buy
+18,220
New +$575K 0.13% 169

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Herold Advisors's CGBL Position: Q3 2025 in Review

Herold Advisors sold out of Capital Group Core Balanced ETF (CGBL) in Q3 2025, closing a stake of 18,220 shares — an estimated $609K sold.

Herold Advisors first reported a position in CGBL in Q2 2025 and held it in 1 quarter. The position peaked at $609K in Q2 2025. 255 funds tracked by Wall St. Rank hold CGBL as of Q3 2025.

  • Herold Advisors reported no remaining Capital Group Core Balanced ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 18,220 Capital Group Core Balanced ETF shares in Q3 2025, an estimated $609K.
  • Herold Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2025 and held it in 1 quarter.
  • Herold Advisors's Capital Group Core Balanced ETF position peaked at $609K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.