January Capital Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

January Capital Advisors’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 Q1	$224K	Buy	+6,523	New	+$234K	0.3%	50

Other funds holding CGBL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

January Capital Advisors's CGBL Position: Q1 2026 in Review

January Capital Advisors opened a new position in Capital Group Core Balanced ETF (CGBL) in Q1 2026: 6,523 shares worth $224K. The stake represents 0.3% of the portfolio and ranks #50 among its holdings.

320 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

January Capital Advisors held 6,523 shares of Capital Group Core Balanced ETF worth $224K as of Q1 2026.
Capital Group Core Balanced ETF was a new January Capital Advisors position in Q1 2026.
Capital Group Core Balanced ETF made up 0.3% of January Capital Advisors's portfolio in Q1 2026, its #50 holding.
320 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.