Koshinski Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Koshinski Asset 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	$5.06M	Sell	133,218 -2,911	-2%	-$108K	0.27%	81
2026 Q1	$4.68M	Buy	136,129 +19,819	+17%	+$710K	0.29%	79
2025 Q4	$4.11M	Sell	116,310 -5,179	-4%	-$181K	0.26%	83
2025 Q3	$4.22M	Buy	121,489 +56,879	+88%	+$1.94M	0.28%	73
2025 Q2	$2.16M	Buy	64,610 +2,933	+5%	+$92.5K	0.16%	130
2025 Q1	$1.91M	Buy	61,677 +24,476	+66%	+$777K	0.16%	137
2024 Q4	$1.16M	Buy	37,201 +8,353	+29%	+$264K	0.1%	208
2024 Q3	$896K	Buy	28,848 +16,279	+130%	+$493K	0.08%	261
2024 Q2	$379K	Buy	+12,569	New	+$365K	0.04%	413

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

Koshinski Asset Management's CGBL Position: Q2 2026 in Review

Koshinski Asset Management reduced its Capital Group Core Balanced ETF (CGBL) stake by 2.1% in Q2 2026, selling an estimated $108K and leaving 133,218 shares worth $5.06M. The position accounts for 0.27% of the portfolio, ranked #81.

Koshinski Asset Management first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Koshinski Asset Management held 133,218 shares of Capital Group Core Balanced ETF worth $5.06M as of Q2 2026.
Koshinski Asset Management sold 2,911 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $108K.
Capital Group Core Balanced ETF made up 0.27% of Koshinski Asset Management's portfolio in Q2 2026, its #81 holding.
Koshinski Asset Management first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.