JDLA
CGBL icon

J. Derek Lewis & Associates’s Capital Group Core Balanced ETF CGBL Stock Holding History

J. Derek Lewis & Associates’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 		$50.8M Buy
1,337,192
+100,252
+8% +$3.7M 9.59% 1
2026
Q1 		$42.6M Buy
1,236,940
+90,606
+8% +$3.24M 9.59% 1
2025
Q4 		$40.5M Buy
+1,146,334
New +$40.1M 9.49% 1

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

J. Derek Lewis & Associates's CGBL Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Core Balanced ETF (CGBL) stake by 8.1% in Q2 2026, buying an estimated $3.7M and bringing the position to 1,337,192 shares worth $50.8M. The position accounts for 9.59% of the portfolio, ranked #1.

J. Derek Lewis & Associates first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • J. Derek Lewis & Associates held 1,337,192 shares of Capital Group Core Balanced ETF worth $50.8M as of Q2 2026.
  • J. Derek Lewis & Associates bought 100,252 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.7M.
  • Capital Group Core Balanced ETF made up 9.59% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #1 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.