HUB Investment Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

HUB Investment Partners’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	$434K	Sell	11,434 -1,258	-10%	-$46.5K	0.01%	791
2026 Q1	$437K	Sell	12,692 -915	-7%	-$32.8K	0.01%	627
2025 Q4	$481K	Sell	13,607 -6,631	-33%	-$232K	0.01%	496
2025 Q3	$703K	Sell	20,238 -14,855	-42%	-$506K	0.02%	334
2025 Q2	$1.17M	Sell	35,093 -38,435	-52%	-$1.21M	0.04%	244
2025 Q1	$2.28M	Buy	73,528 +13,079	+22%	+$415K	0.09%	155
2024 Q4	$1.89M	Buy	60,449 +49,763	+466%	+$1.57M	0.08%	157
2024 Q3	$332K	Buy	+10,686	New	+$324K	0.01%	365

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

HUB Investment Partners's CGBL Position: Q2 2026 in Review

HUB Investment Partners reduced its Capital Group Core Balanced ETF (CGBL) stake by 9.9% in Q2 2026, selling an estimated $46.5K and leaving 11,434 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #791.

HUB Investment Partners first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q1 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

HUB Investment Partners held 11,434 shares of Capital Group Core Balanced ETF worth $434K as of Q2 2026.
HUB Investment Partners sold 1,258 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $46.5K.
Capital Group Core Balanced ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #791 holding.
HUB Investment Partners first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
HUB Investment Partners's Capital Group Core Balanced ETF position peaked at $2.28M in Q1 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.