Hobart Private Capital’s Capital Group Core Balanced ETF CGBL Stock Holding History

Hobart Private Capital’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	$233K	Sell	6,138 -562	-8%	-$20.8K	0.04%	130
2026 Q1	$231K	Buy	6,700 +81	+1%	+$2.9K	0.05%	125
2025 Q4	$234K	Sell	6,619 -53	-0.8%	-$1.85K	0.05%	118
2025 Q3	$232K	Buy	6,672 +123	+2%	+$4.19K	0.05%	114
2025 Q2	$219K	Sell	6,549 -66	-1%	-$2.08K	0.05%	110
2025 Q1	$205K	Buy	6,615 +121	+2%	+$3.84K	0.05%	95
2024 Q4	$203K	Sell	6,494 -257	-4%	-$8.11K	0.05%	90
2024 Q3	$210K	Buy	+6,751	New	+$204K	0.05%	83

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

Hobart Private Capital's CGBL Position: Q2 2026 in Review

Hobart Private Capital reduced its Capital Group Core Balanced ETF (CGBL) stake by 8.4% in Q2 2026, selling an estimated $20.8K and leaving 6,138 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #130.

Hobart Private Capital first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $234K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Hobart Private Capital held 6,138 shares of Capital Group Core Balanced ETF worth $233K as of Q2 2026.
Hobart Private Capital sold 562 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $20.8K.
Capital Group Core Balanced ETF made up 0.04% of Hobart Private Capital's portfolio in Q2 2026, its #130 holding.
Hobart Private Capital first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
Hobart Private Capital's Capital Group Core Balanced ETF position peaked at $234K in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.