LBC
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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
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 $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Leigh Baldwin & Co's CGBL Position: Q1 2026 in Review

Leigh Baldwin & Co increased its Capital Group Core Balanced ETF (CGBL) stake by 2.2% in Q1 2026, buying an estimated $26.8K and bringing the position to 35,258 shares worth $1.21M. The position accounts for 0.79% of the portfolio, ranked #34.

Leigh Baldwin & Co first reported a position in CGBL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Leigh Baldwin & Co held 35,258 shares of Capital Group Core Balanced ETF worth $1.21M as of Q1 2026.
  • Leigh Baldwin & Co bought 748 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $26.8K.
  • Capital Group Core Balanced ETF made up 0.79% of Leigh Baldwin & Co's portfolio in Q1 2026, its #34 holding.
  • Leigh Baldwin & Co first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 5 quarters since.
  • Leigh Baldwin & Co's Capital Group Core Balanced ETF position peaked at $1.22M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.