JBA
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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return