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Leigh Baldwin & Co’s Capital Group Core Balanced ETF CGBL Stock Holding History

Leigh Baldwin & Co’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 		$1.38M Buy
36,315
+1,057
+3% +$39.1K 0.74% 32
2026
Q1 		$1.21M Buy
35,258
+748
+2% +$26.8K 0.79% 34
2025
Q4 		$1.22M Buy
34,510
+2,192
+7% +$76.7K 0.8% 29
2025
Q3 		$1.12M Buy
32,318
+1,393
+5% +$47.5K 0.63% 39
2025
Q2 		$1.03M Buy
30,925
+11,145
+56% +$351K 0.68% 35
2025
Q1 		$613K Buy
+19,780
New +$628K 0.49% 52

Other funds holding CGBL

LPL Financial
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
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

Leigh Baldwin & Co's CGBL Position: Q2 2026 in Review

Leigh Baldwin & Co increased its Capital Group Core Balanced ETF (CGBL) stake by 3% in Q2 2026, buying an estimated $39.1K and bringing the position to 36,315 shares worth $1.38M. The position accounts for 0.74% of the portfolio, ranked #32.

Leigh Baldwin & Co first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Leigh Baldwin & Co held 36,315 shares of Capital Group Core Balanced ETF worth $1.38M as of Q2 2026.
  • Leigh Baldwin & Co bought 1,057 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $39.1K.
  • Capital Group Core Balanced ETF made up 0.74% of Leigh Baldwin & Co's portfolio in Q2 2026, its #32 holding.
  • Leigh Baldwin & Co first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.