Midwest Trust
CGBL icon

Midwest Trust’s Capital Group Core Balanced ETF CGBL Stock Holding History

Midwest Trust’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
2025
Q3 		– Sell
-9,783
Closed -$327K – 586
2025
Q2 		$327K Buy
+9,783
New +$309K ﹤0.01% 503

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Advance Capital Management
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust's CGBL Position: Q3 2025 in Review

Midwest Trust sold out of Capital Group Core Balanced ETF (CGBL) in Q3 2025, closing a stake of 9,783 shares — an estimated $327K sold.

Midwest Trust first reported a position in CGBL in Q2 2025 and held it in 1 quarter. The position peaked at $327K in Q2 2025. 256 funds tracked by Wall St. Rank hold CGBL as of Q3 2025.

  • Midwest Trust reported no remaining Capital Group Core Balanced ETF position as of Q3 2025 after selling out during the quarter.
  • Midwest Trust sold 9,783 Capital Group Core Balanced ETF shares in Q3 2025, an estimated $327K.
  • Midwest Trust first reported a position in Capital Group Core Balanced ETF in Q2 2025 and held it in 1 quarter.
  • Midwest Trust's Capital Group Core Balanced ETF position peaked at $327K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2025.

Based on Midwest Trust's 13F filing for Q3 2025, filed 6 Nov 2025.