Keystone Wealth Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Keystone Wealth Services’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	$3.6M	Buy	94,853 +47,018	+98%	+$1.74M	0.67%	34
2026 Q1	$1.65M	Sell	47,835 -362	-0.8%	-$13K	0.35%	68
2025 Q4	$1.7M	Buy	48,197 +7,847	+19%	+$275K	0.36%	58
2025 Q3	$1.4M	Buy	40,350 +10,350	+35%	+$353K	0.31%	79
2025 Q2	$1M	Sell	30,000 -6,084	-17%	-$192K	0.24%	100
2025 Q1	$1.12M	Buy	36,084 +5,083	+16%	+$161K	0.3%	80
2024 Q4	$969K	Buy	31,001 +8,657	+39%	+$273K	0.26%	93
2024 Q3	$694K	Buy	+22,344	New	+$676K	0.19%	112

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

Keystone Wealth Services's CGBL Position: Q2 2026 in Review

Keystone Wealth Services increased its Capital Group Core Balanced ETF (CGBL) stake by 98% in Q2 2026, buying an estimated $1.74M and bringing the position to 94,853 shares worth $3.6M. The position accounts for 0.67% of the portfolio, ranked #34.

Keystone Wealth Services first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Keystone Wealth Services held 94,853 shares of Capital Group Core Balanced ETF worth $3.6M as of Q2 2026.
Keystone Wealth Services bought 47,018 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.74M.
Capital Group Core Balanced ETF made up 0.67% of Keystone Wealth Services's portfolio in Q2 2026, its #34 holding.
Keystone Wealth Services first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.