Kiley Juergens Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Kiley Juergens Wealth Management’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	$1.24M	Buy	32,576 +7,681	+31%	+$284K	0.19%	87
2026 Q1	$857K	Buy	24,895 +1,560	+7%	+$55.9K	0.15%	102
2025 Q4	$824K	Buy	23,335 +5,264	+29%	+$184K	0.18%	60
2025 Q3	$627K	Buy	18,071 +3,010	+20%	+$103K	0.14%	64
2025 Q2	$504K	Buy	15,061 +3,714	+33%	+$117K	0.12%	68
2025 Q1	$352K	Buy	+11,347	New	+$360K	0.09%	68

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Kiley Juergens Wealth Management's CGBL Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 31% in Q2 2026, buying an estimated $284K and bringing the position to 32,576 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #87.

Kiley Juergens Wealth Management first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Kiley Juergens Wealth Management held 32,576 shares of Capital Group Core Balanced ETF worth $1.24M as of Q2 2026.
Kiley Juergens Wealth Management bought 7,681 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $284K.
Capital Group Core Balanced ETF made up 0.19% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #87 holding.
Kiley Juergens Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
239 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.