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Michael Brady & Co’s Capital Group Core Balanced ETF CGBL Stock Holding History

Michael Brady & Co’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 		$6.13M Sell
161,496
-1,410
-0.9% -$52.1K 5.41% 7
2026
Q1 		$5.61M Buy
162,906
+14,716
+10% +$527K 5.63% 7
2025
Q4 		$5.24M Buy
+148,190
New +$5.18M 5.22% 7

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Michael Brady & Co's CGBL Position: Q2 2026 in Review

Michael Brady & Co reduced its Capital Group Core Balanced ETF (CGBL) stake by 0.87% in Q2 2026, selling an estimated $52.1K and leaving 161,496 shares worth $6.13M. The position accounts for 5.41% of the portfolio, ranked #7.

Michael Brady & Co first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Michael Brady & Co held 161,496 shares of Capital Group Core Balanced ETF worth $6.13M as of Q2 2026.
  • Michael Brady & Co sold 1,410 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $52.1K.
  • Capital Group Core Balanced ETF made up 5.41% of Michael Brady & Co's portfolio in Q2 2026, its #7 holding.
  • Michael Brady & Co first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.