Mariner’s Capital Group Core Balanced ETF CGBL Stock Holding History

Mariner’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	$2.18M	Sell	57,401 -425,311	-88%	-$15.7M	﹤0.01%	1445
2026 Q1	$16.6M	Buy	482,712 +43,602	+10%	+$1.56M	0.02%	532
2025 Q4	$15.5M	Buy	439,110 +34,293	+8%	+$1.2M	0.02%	526
2025 Q3	$14.1M	Sell	404,817 -155,960	-28%	-$5.31M	0.02%	513
2025 Q2	$18.8M	Buy	560,777 +35,437	+7%	+$1.12M	0.03%	430
2025 Q1	$16.3M	Buy	525,340 +84,699	+19%	+$2.69M	0.03%	427
2024 Q4	$13.8M	Buy	440,641 +231,494	+111%	+$7.31M	0.02%	456
2024 Q3	$6.49M	Buy	209,147 +66,968	+47%	+$2.03M	0.01%	690
2024 Q2	$4.23M	Buy	142,179 +45,799	+48%	+$1.33M	0.01%	791
2024 Q1	$2.81M	Buy	+96,380	New	+$2.71M	0.01%	945

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

Mariner's CGBL Position: Q2 2026 in Review

Mariner reduced its Capital Group Core Balanced ETF (CGBL) stake by 88% in Q2 2026, selling an estimated $15.7M and leaving 57,401 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Mariner first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.8M in Q2 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Mariner held 57,401 shares of Capital Group Core Balanced ETF worth $2.18M as of Q2 2026.
Mariner sold 425,311 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $15.7M.
Capital Group Core Balanced ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1445 holding.
Mariner first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
Mariner's Capital Group Core Balanced ETF position peaked at $18.8M in Q2 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.