MCM
CGBL icon

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

MAI Capital 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
Q1 		– Sell
-284
Closed -$10K – 5040
2025
Q4 		$10K Buy
+284
New +$9.94K ﹤0.01% 2846
2025
Q1 		– Sell
-1,400
Closed -$43.8K – 3462
2024
Q4 		$43.8K Buy
+1,400
New +$44.2K ﹤0.01% 1847

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
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

MAI Capital Management's CGBL Position: Q1 2026 in Review

MAI Capital Management sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2026, closing a stake of 284 shares — an estimated $10K sold.

MAI Capital Management first reported a position in CGBL in Q4 2024 and held it in 2 quarters. The position peaked at $43.8K in Q4 2024. 321 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • MAI Capital Management reported no remaining Capital Group Core Balanced ETF position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 284 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $10K.
  • MAI Capital Management first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 2 quarters.
  • MAI Capital Management's Capital Group Core Balanced ETF position peaked at $43.8K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.