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

Kingsview 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	$5.44M	Sell	143,350 -27,157	-16%	-$1M	0.07%	274
2026 Q1	$5.87M	Sell	170,507 -6,495	-4%	-$233K	0.08%	271
2025 Q4	$6.25M	Buy	177,002 +25,734	+17%	+$900K	0.09%	235
2025 Q3	$5.25M	Buy	151,268 +123,481	+444%	+$4.21M	0.08%	261
2025 Q2	$929K	Sell	27,787 -3,880	-12%	-$122K	0.02%	602
2025 Q1	$981K	Sell	31,667 -16,750	-35%	-$532K	0.02%	540
2024 Q4	$1.51M	Buy	48,417 +2,034	+4%	+$64.2K	0.03%	457
2024 Q3	$1.44M	Buy	46,383 +20,552	+80%	+$622K	0.03%	448
2024 Q2	$768K	Buy	25,831 +17,281	+202%	+$502K	0.02%	576
2024 Q1	$249K	Buy	+8,550	New	+$240K	0.01%	891

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

Kingsview Wealth Management's CGBL Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group Core Balanced ETF (CGBL) stake by 16% in Q2 2026, selling an estimated $1M and leaving 143,350 shares worth $5.44M. The position accounts for 0.07% of the portfolio, ranked #274.

Kingsview Wealth Management first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.25M in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Kingsview Wealth Management held 143,350 shares of Capital Group Core Balanced ETF worth $5.44M as of Q2 2026.
Kingsview Wealth Management sold 27,157 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1M.
Capital Group Core Balanced ETF made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #274 holding.
Kingsview Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
Kingsview Wealth Management's Capital Group Core Balanced ETF position peaked at $6.25M in Q4 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.