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

Merit Financial Group’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	$12.1M	Buy	318,159 +27,761	+10%	+$1.03M	0.07%	226
2026 Q1	$9.99M	Buy	290,398 +47,084	+19%	+$1.69M	0.07%	225
2025 Q4	$8.6M	Buy	243,314 +51,745	+27%	+$1.81M	0.07%	229
2025 Q3	$6.65M	Buy	191,569 +35,221	+23%	+$1.2M	0.06%	247
2025 Q2	$5.23M	Buy	156,348 +85,067	+119%	+$2.68M	0.06%	266
2025 Q1	$2.21M	Buy	+71,281	New	+$2.26M	0.03%	396

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

Merit Financial Group's CGBL Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 9.6% in Q2 2026, buying an estimated $1.03M and bringing the position to 318,159 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #226.

Merit Financial Group first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Merit Financial Group held 318,159 shares of Capital Group Core Balanced ETF worth $12.1M as of Q2 2026.
Merit Financial Group bought 27,761 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.03M.
Capital Group Core Balanced ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #226 holding.
Merit Financial Group first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.