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Mark Sheptoff Financial Planning’s Capital Group Core Balanced ETF CGBL Stock Holding History

Mark Sheptoff Financial Planning’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 		$103K Buy
2,792
+520
+23% +$18.6K 0.05% 135
2025
Q4 		$80.3K Buy
2,272
+6
+0.3% +$210 0.04% 164
2025
Q3 		$78.7K Buy
2,266
+178
+9% +$6.06K 0.04% 163
2025
Q2 		$69.8K Hold
2,088
– – 0.04% 158
2025
Q1 		$64.7K Buy
+2,088
New +$66.3K 0.04% 149

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's CGBL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Capital Group Core Balanced ETF (CGBL) stake by 23% in Q1 2026, buying an estimated $18.6K and bringing the position to 2,792 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #135.

Mark Sheptoff Financial Planning first reported a position in CGBL in Q1 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 2,792 shares of Capital Group Core Balanced ETF worth $103K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 520 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $18.6K.
  • Capital Group Core Balanced ETF made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #135 holding.
  • Mark Sheptoff Financial Planning first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 5 quarters since.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.