Medallion Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Medallion Wealth Advisors’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	$20.6K	Hold	600	–	–	0.01%	650
2025 Q4	$21.2K	Hold	600	–	–	0.01%	631
2025 Q3	$20.8K	Hold	600	–	–	0.01%	628
2025 Q2	$20K	Buy	+600	New	+$18.9K	0.01%	621

Other funds holding CGBL

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's CGBL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Capital Group Core Balanced ETF (CGBL) position steady in Q1 2026 at 600 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #650.

Medallion Wealth Advisors first reported a position in CGBL in Q2 2025 and has held it in 4 quarters since. The position peaked at $21.2K in Q4 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Medallion Wealth Advisors held 600 shares of Capital Group Core Balanced ETF worth $20.6K as of Q1 2026.
Medallion Wealth Advisors left its Capital Group Core Balanced ETF share count unchanged in Q1 2026.
Capital Group Core Balanced ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #650 holding.
Medallion Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 4 quarters since.
Medallion Wealth Advisors's Capital Group Core Balanced ETF position peaked at $21.2K in Q4 2025.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.