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Householder Group Estate & Retirement Specialist’s Capital Group Core Balanced ETF CGBL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$372K Sell
11,899
-5,825
-33% -$184K 0.28% 57
2024
Q3 		$550K Buy
17,724
+6,667
+60% +$202K 0.16% 127
2024
Q2 		$328K Buy
+11,057
New +$321K 0.09% 179

Other funds holding CGBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CGBL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Capital Group Core Balanced ETF (CGBL) stake by 33% in Q4 2024, selling an estimated $184K and leaving 11,899 shares worth $372K. The position accounts for 0.28% of the portfolio, ranked #57.

Householder Group Estate & Retirement Specialist first reported a position in CGBL in Q2 2024 and has held it in 3 quarters since. The position peaked at $550K in Q3 2024. 185 funds tracked by Wall St. Rank hold CGBL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 11,899 shares of Capital Group Core Balanced ETF worth $372K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 5,825 Capital Group Core Balanced ETF shares in Q4 2024, an estimated $184K.
  • Capital Group Core Balanced ETF made up 0.28% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #57 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 3 quarters since.
  • Householder Group Estate & Retirement Specialist's Capital Group Core Balanced ETF position peaked at $550K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.