Ignite Planners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Ignite Planners’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 Q3	$236K	Buy	+6,414	New	+$242K	0.03%	404

Other funds holding CGBL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Clarity Wealth Advisors San Jose, California $575M AUM 18.03% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Ignite Planners's CGBL Position: Q3 2026 in Review

Ignite Planners opened a new position in Capital Group Core Balanced ETF (CGBL) in Q3 2026: 6,414 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #404 among its holdings.

152 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Ignite Planners held 6,414 shares of Capital Group Core Balanced ETF worth $236K as of Q3 2026.
Capital Group Core Balanced ETF was a new Ignite Planners position in Q3 2026.
Capital Group Core Balanced ETF made up 0.03% of Ignite Planners's portfolio in Q3 2026, its #404 holding.
152 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.