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

LongView 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	$10.5M	Buy	276,470 +12,137	+5%	+$449K	2.69%	9
2026 Q1	$9.62M	Buy	264,333 +19,294	+8%	+$691K	2.42%	9
2025 Q4	$8.89M	Buy	245,039 +52,783	+27%	+$1.85M	2.15%	10
2025 Q3	$6.68M	Buy	192,256 +33,419	+21%	+$1.14M	1.81%	13
2025 Q2	$5.31M	Buy	158,837 +24,473	+18%	+$772K	1.61%	15
2025 Q1	$4.16M	Buy	134,364 +25,599	+24%	+$812K	1.25%	21
2024 Q4	$3.4M	Buy	108,765 +36,645	+51%	+$1.16M	1.04%	25
2024 Q3	$2.24M	Buy	72,120 +43,636	+153%	+$1.32M	0.71%	36
2024 Q2	$847K	Buy	28,484 +10,891	+62%	+$316K	0.31%	70
2024 Q1	$512K	Buy	+17,593	New	+$494K	0.2%	97

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

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

LongView Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 4.6% in Q2 2026, buying an estimated $449K and bringing the position to 276,470 shares worth $10.5M. The position accounts for 2.69% of the portfolio, ranked #9.

LongView 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.

LongView Wealth Management held 276,470 shares of Capital Group Core Balanced ETF worth $10.5M as of Q2 2026.
LongView Wealth Management bought 12,137 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $449K.
Capital Group Core Balanced ETF made up 2.69% of LongView Wealth Management's portfolio in Q2 2026, its #9 holding.
LongView 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 LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.