Independent Wealth Network’s Capital Group Core Balanced ETF CGBL Stock Holding History

Independent Wealth Network’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	$1.24M	Sell	32,630 -1,549	-5%	-$57.2K	0.31%	85
2026 Q1	$1.18M	Buy	34,179 +6,114	+22%	+$219K	0.35%	77
2025 Q4	$992K	Sell	28,065 -533	-2%	-$18.6K	0.3%	85
2025 Q3	$993K	Buy	28,598 +3,592	+14%	+$122K	0.32%	81
2025 Q2	$836K	Buy	25,006 +3,847	+18%	+$121K	0.3%	83
2025 Q1	$656K	Buy	21,159 +5,888	+39%	+$187K	0.26%	95
2024 Q4	$478K	Buy	+15,271	New	+$482K	0.19%	131

Other funds holding CGBL

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

Independent Wealth Network's CGBL Position: Q2 2026 in Review

Independent Wealth Network reduced its Capital Group Core Balanced ETF (CGBL) stake by 4.5% in Q2 2026, selling an estimated $57.2K and leaving 32,630 shares worth $1.24M. The position accounts for 0.31% of the portfolio, ranked #85.

Independent Wealth Network first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Independent Wealth Network held 32,630 shares of Capital Group Core Balanced ETF worth $1.24M as of Q2 2026.
Independent Wealth Network sold 1,549 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $57.2K.
Capital Group Core Balanced ETF made up 0.31% of Independent Wealth Network's portfolio in Q2 2026, its #85 holding.
Independent Wealth Network first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.