MGO One Seven’s Capital Group Core Balanced ETF CGBL Stock Holding History

MGO One Seven’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	$5.76M	Buy	151,676 +95,304	+169%	+$3.52M	0.1%	239
2026 Q1	$1.94M	Buy	56,372 +2,087	+4%	+$74.7K	0.04%	467
2025 Q4	$1.92M	Buy	54,285 +21,815	+67%	+$763K	0.04%	454
2025 Q3	$1.13M	Buy	32,470 +1,177	+4%	+$40.1K	0.03%	550
2025 Q2	$1.05M	Buy	31,293 +1,900	+6%	+$59.9K	0.03%	499
2025 Q1	$911K	Buy	29,393 +18,992	+183%	+$603K	0.04%	460
2024 Q4	$325K	Buy	+10,401	New	+$328K	0.01%	805

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

MGO One Seven's CGBL Position: Q2 2026 in Review

MGO One Seven increased its Capital Group Core Balanced ETF (CGBL) stake by 169% in Q2 2026, buying an estimated $3.52M and bringing the position to 151,676 shares worth $5.76M. The position accounts for 0.1% of the portfolio, ranked #239.

MGO One Seven first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

MGO One Seven held 151,676 shares of Capital Group Core Balanced ETF worth $5.76M as of Q2 2026.
MGO One Seven bought 95,304 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.52M.
Capital Group Core Balanced ETF made up 0.1% of MGO One Seven's portfolio in Q2 2026, its #239 holding.
MGO One Seven first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.