McNamara Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

McNamara Financial Services’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	$660K	Buy	17,399 +2,344	+16%	+$86.6K	0.11%	56
2026 Q1	$518K	Buy	15,055 +226	+2%	+$8.09K	0.1%	63
2025 Q4	$524K	Hold	14,829	–	–	0.1%	62
2025 Q3	$515K	Buy	14,829 +4,558	+44%	+$155K	0.1%	56
2025 Q2	$343K	Sell	10,271 -12,523	-55%	-$395K	0.07%	69
2025 Q1	$706K	Buy	+22,794	New	+$723K	0.15%	38
2024 Q4	–	Sell	-17,086	Closed	-$531K	–	77
2024 Q3	$531K	Buy	17,086 +5,204	+44%	+$158K	0.1%	44
2024 Q2	$353K	Buy	+11,882	New	+$345K	0.07%	57

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

McNamara Financial Services's CGBL Position: Q2 2026 in Review

McNamara Financial Services increased its Capital Group Core Balanced ETF (CGBL) stake by 16% in Q2 2026, buying an estimated $86.6K and bringing the position to 17,399 shares worth $660K. The position accounts for 0.11% of the portfolio, ranked #56.

McNamara Financial Services first reported a position in CGBL in Q2 2024 and has held it in 8 quarters since. The position peaked at $706K in Q1 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

McNamara Financial Services held 17,399 shares of Capital Group Core Balanced ETF worth $660K as of Q2 2026.
McNamara Financial Services bought 2,344 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $86.6K.
Capital Group Core Balanced ETF made up 0.11% of McNamara Financial Services's portfolio in Q2 2026, its #56 holding.
McNamara Financial Services first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 8 quarters since.
McNamara Financial Services's Capital Group Core Balanced ETF position peaked at $706K in Q1 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.