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MassMutual Private Wealth & Trust’s Capital Group Core Balanced ETF CGBL Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-11
Closed -$368 – 2379
2025
Q2 		$368 Hold
11
– – ﹤0.01% 2258
2025
Q1 		$341 Buy
+11
New +$349 ﹤0.01% 2266

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Morgan Stanley
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Cetera Investment Advisers
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Raymond James Financial
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Osaic Holdings
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Commonwealth Equity Services
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Carson Wealth (CWM LLC)
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MassMutual Private Wealth & Trust's CGBL Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Capital Group Core Balanced ETF (CGBL) in Q3 2025, closing a stake of 11 shares — an estimated $368 sold.

MassMutual Private Wealth & Trust first reported a position in CGBL in Q1 2025 and held it in 2 quarters. The position peaked at $368 in Q2 2025. 255 funds tracked by Wall St. Rank hold CGBL as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Capital Group Core Balanced ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 11 Capital Group Core Balanced ETF shares in Q3 2025, an estimated $368.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group Core Balanced ETF in Q1 2025 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Capital Group Core Balanced ETF position peaked at $368 in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.