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

Hobbs Group 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	$263K	Sell	6,930 -310	-4%	-$11.5K	0.07%	149
2026 Q1	$249K	Sell	7,240 -7	-0.1%	-$251	0.07%	146
2025 Q4	$256K	Buy	7,247 +67	+0.9%	+$2.34K	0.08%	146
2025 Q3	$249K	Buy	+7,180	New	+$245K	0.08%	140
2024 Q4	–	Sell	-3,217	Closed	-$99.9K	–	231
2024 Q3	$99.9K	Buy	3,217 +2,317	+257%	+$70.1K	0.04%	206
2024 Q2	$26.8K	Buy	+900	New	+$26.1K	0.01%	279

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

Hobbs Group Advisors's CGBL Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 4.3% in Q2 2026, selling an estimated $11.5K and leaving 6,930 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #149.

Hobbs Group Advisors first reported a position in CGBL in Q2 2024 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Hobbs Group Advisors held 6,930 shares of Capital Group Core Balanced ETF worth $263K as of Q2 2026.
Hobbs Group Advisors sold 310 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $11.5K.
Capital Group Core Balanced ETF made up 0.07% of Hobbs Group Advisors's portfolio in Q2 2026, its #149 holding.
Hobbs Group Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.