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J. Arnold Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

J. Arnold 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
2023
Q4 		$2.8M Buy
+102,327
New +$2.63M 0.95% 11

Other funds holding CGBL

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $165M AUM 17.79% 1-Year Est. Return

J. Arnold Wealth Management's CGBL Position: Q4 2023 in Review

J. Arnold Wealth Management opened a new position in Capital Group Core Balanced ETF (CGBL) in Q4 2023: 102,327 shares worth $2.8M. The stake represents 0.95% of the portfolio and ranks #11 among its holdings.

40 funds tracked by Wall St. Rank hold CGBL as of Q4 2023.

  • J. Arnold Wealth Management held 102,327 shares of Capital Group Core Balanced ETF worth $2.8M as of Q4 2023.
  • Capital Group Core Balanced ETF was a new J. Arnold Wealth Management position in Q4 2023.
  • Capital Group Core Balanced ETF made up 0.95% of J. Arnold Wealth Management's portfolio in Q4 2023, its #11 holding.
  • 40 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.