Lantz Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Lantz Financial’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	$1.44M	Buy	37,952 +12,498	+49%	+$462K	0.26%	96
2026 Q1	$876K	Buy	25,454 +10,583	+71%	+$379K	0.18%	127
2025 Q4	$525K	Buy	+14,871	New	+$520K	0.11%	158

Other funds holding CGBL

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

Williams & Novak Westlake Village, California $150M AUM 27.43% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return