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 Q2	$251K	Buy	6,600 +77	+1%	+$2.85K	0.21%	52
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

January Capital Advisors's CGBL Position: Q2 2026 in Review

January Capital Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 1.2% in Q2 2026, buying an estimated $2.85K and bringing the position to 6,600 shares worth $251K. The position accounts for 0.21% of the portfolio, ranked #52.

January Capital Advisors first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

January Capital Advisors held 6,600 shares of Capital Group Core Balanced ETF worth $251K as of Q2 2026.
January Capital Advisors bought 77 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.85K.
Capital Group Core Balanced ETF made up 0.21% of January Capital Advisors's portfolio in Q2 2026, its #52 holding.
January Capital Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.