Lodestone Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Lodestone Wealth 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	$537K	Sell	14,146 -80	-0.6%	-$2.96K	0.19%	110
2026 Q1	$490K	Sell	14,226 -213	-1%	-$7.63K	0.19%	110
2025 Q4	$510K	Buy	14,439 +2,006	+16%	+$70.2K	0.21%	102
2025 Q3	$432K	Sell	12,433 -494	-4%	-$16.8K	0.19%	111
2025 Q2	$432K	Buy	12,927 +41	+0.3%	+$1.29K	0.21%	105
2025 Q1	$399K	Buy	12,886 +3,028	+31%	+$96.1K	0.21%	104
2024 Q4	$308K	Buy	9,858 +549	+6%	+$17.3K	0.15%	116
2024 Q3	$289K	Buy	9,309 +1,951	+27%	+$59.1K	0.14%	115
2024 Q2	$219K	Buy	7,358 +228	+3%	+$6.62K	0.12%	142
2024 Q1	$208K	Buy	+7,130	New	+$200K	0.11%	147

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

Lodestone Wealth Management's CGBL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Capital Group Core Balanced ETF (CGBL) stake by 0.56% in Q2 2026, selling an estimated $2.96K and leaving 14,146 shares worth $537K. The position accounts for 0.19% of the portfolio, ranked #110.

Lodestone Wealth Management first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Lodestone Wealth Management held 14,146 shares of Capital Group Core Balanced ETF worth $537K as of Q2 2026.
Lodestone Wealth Management sold 80 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.96K.
Capital Group Core Balanced ETF made up 0.19% of Lodestone Wealth Management's portfolio in Q2 2026, its #110 holding.
Lodestone Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.