Johnson Bixby & Associates’s Capital Group Core Balanced ETF CGBL Stock Holding History

Johnson Bixby & 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	$13M	Buy	342,396 +19,124	+6%	+$707K	1.45%	18
2026 Q1	$11.1M	Buy	323,272 +6,437	+2%	+$231K	1.38%	19
2025 Q4	$11.2M	Buy	316,835 +63,697	+25%	+$2.23M	1.39%	18
2025 Q3	$8.79M	Buy	253,138 +46,163	+22%	+$1.57M	1.13%	17
2025 Q2	$6.92M	Sell	206,975 -1,236	-0.6%	-$39K	0.95%	20
2025 Q1	$6.45M	Buy	208,211 +30,641	+17%	+$972K	0.96%	21
2024 Q4	$5.55M	Buy	177,570 +80,925	+84%	+$2.55M	0.85%	22
2024 Q3	$3M	Buy	96,645 +33,799	+54%	+$1.02M	0.46%	29
2024 Q2	$1.87M	Buy	62,846 +31,634	+101%	+$918K	0.31%	32
2024 Q1	$909K	Buy	31,212 +21,360	+217%	+$600K	0.16%	47
2023 Q4	$269K	Buy	+9,852	New	+$254K	0.05%	87

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 22.96% 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

Johnson Bixby & Associates's CGBL Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Capital Group Core Balanced ETF (CGBL) stake by 5.9% in Q2 2026, buying an estimated $707K and bringing the position to 342,396 shares worth $13M. The position accounts for 1.45% of the portfolio, ranked #18.

Johnson Bixby & Associates first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Johnson Bixby & Associates held 342,396 shares of Capital Group Core Balanced ETF worth $13M as of Q2 2026.
Johnson Bixby & Associates bought 19,124 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $707K.
Capital Group Core Balanced ETF made up 1.45% of Johnson Bixby & Associates's portfolio in Q2 2026, its #18 holding.
Johnson Bixby & Associates first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.