Moloney Securities Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Moloney Securities Asset Management’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	$1.01M	Buy	29,118 +602	+2%	+$20.5K	0.12%	186
2025 Q2	$954K	Buy	28,516 +2,359	+9%	+$74.4K	0.12%	191
2025 Q1	$810K	Sell	26,157 -7,437	-22%	-$236K	0.11%	199
2024 Q4	$1.05M	Buy	33,594 +9,345	+39%	+$295K	0.14%	171
2024 Q3	$753K	Buy	24,249 +1,772	+8%	+$53.6K	0.1%	226
2024 Q2	$668K	Buy	22,477 +6,480	+41%	+$188K	0.1%	229
2024 Q1	$466K	Buy	15,997 +6,830	+75%	+$192K	0.07%	279
2023 Q4	$251K	Buy	+9,167	New	+$236K	0.04%	362

Other funds holding CGBL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Moloney Securities Asset Management's CGBL Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 2.1% in Q3 2025, buying an estimated $20.5K and bringing the position to 29,118 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #186.

Moloney Securities Asset Management first reported a position in CGBL in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2024. 255 funds tracked by Wall St. Rank hold CGBL as of Q3 2025.

Moloney Securities Asset Management held 29,118 shares of Capital Group Core Balanced ETF worth $1.01M as of Q3 2025.
Moloney Securities Asset Management bought 602 Capital Group Core Balanced ETF shares in Q3 2025, an estimated $20.5K.
Capital Group Core Balanced ETF made up 0.12% of Moloney Securities Asset Management's portfolio in Q3 2025, its #186 holding.
Moloney Securities Asset Management first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 8 quarters since.
Moloney Securities Asset Management's Capital Group Core Balanced ETF position peaked at $1.05M in Q4 2024.
255 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.