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Legacy Wealth Management (Idaho)’s Capital Group Core Balanced ETF CGBL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-139
Closed -$4.78K – 313
2026
Q1 		$4.78K Buy
139
+136
+4,533% +$4.87K ﹤0.01% 627
2025
Q4 		$106 Buy
+3
New +$105 ﹤0.01% 892

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ACM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CGBL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2026, closing a stake of 139 shares — an estimated $4.78K sold.

Legacy Wealth Management (Idaho) first reported a position in CGBL in Q4 2025 and held it in 2 quarters. The position peaked at $4.78K in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Capital Group Core Balanced ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 139 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.78K.
  • Legacy Wealth Management (Idaho) first reported a position in Capital Group Core Balanced ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Capital Group Core Balanced ETF position peaked at $4.78K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.