M1FG
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Mach-1 Financial Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-143,335
Closed -$4.98M – 315
2025
Q3 		$4.98M Buy
+143,335
New +$4.88M 0.79% 27

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mach-1 Financial Group's CGBL Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Capital Group Core Balanced ETF (CGBL) in Q4 2025, closing a stake of 143,335 shares — an estimated $4.98M sold.

Mach-1 Financial Group first reported a position in CGBL in Q3 2025 and held it in 1 quarter. The position peaked at $4.98M in Q3 2025. 311 funds tracked by Wall St. Rank hold CGBL as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Capital Group Core Balanced ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 143,335 Capital Group Core Balanced ETF shares in Q4 2025, an estimated $4.98M.
  • Mach-1 Financial Group first reported a position in Capital Group Core Balanced ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Capital Group Core Balanced ETF position peaked at $4.98M in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.