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

Mission 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
2025 Q1	$316K	Buy	+9,187	New	+$292K	0.29%	97

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 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

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mission Financial Group's CGBL Position: Q1 2025 in Review

Mission Financial Group opened a new position in Capital Group Core Balanced ETF (CGBL) in Q1 2025: 9,187 shares worth $316K. The stake represents 0.29% of the portfolio and ranks #97 among its holdings.

218 funds tracked by Wall St. Rank hold CGBL as of Q1 2025.

Mission Financial Group held 9,187 shares of Capital Group Core Balanced ETF worth $316K as of Q1 2025.
Capital Group Core Balanced ETF was a new Mission Financial Group position in Q1 2025.
Capital Group Core Balanced ETF made up 0.29% of Mission Financial Group's portfolio in Q1 2025, its #97 holding.
218 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2025.

Based on Mission Financial Group's 13F filing for Q1 2025, filed 12 May 2026.