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ICA Group Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

ICA Group Wealth Management’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
Q2 		$123K Buy
4,153
+2,517
+154% +$73.1K 0.07% 150
2024
Q1 		$47.6K Buy
1,636
+946
+137% +$26.6K 0.01% 568
2023
Q4 		$18.9K Buy
+690
New +$17.8K ﹤0.01% 744

Other funds holding CGBL

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ICA Group Wealth Management's CGBL Position: Q2 2024 in Review

ICA Group Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 154% in Q2 2024, buying an estimated $73.1K and bringing the position to 4,153 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #150.

ICA Group Wealth Management first reported a position in CGBL in Q4 2023 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold CGBL as of Q2 2024.

  • ICA Group Wealth Management held 4,153 shares of Capital Group Core Balanced ETF worth $123K as of Q2 2024.
  • ICA Group Wealth Management bought 2,517 Capital Group Core Balanced ETF shares in Q2 2024, an estimated $73.1K.
  • Capital Group Core Balanced ETF made up 0.07% of ICA Group Wealth Management's portfolio in Q2 2024, its #150 holding.
  • ICA Group Wealth Management first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.