Morgan Stanley’s Capital Group Core Balanced ETF CGBL Stock Holding History

Morgan Stanley’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	$234M	Buy	6,153,666 +721,615	+13%	+$26.7M	0.01%	928
2026 Q1	$187M	Buy	5,432,051 +1,369,656	+34%	+$49M	0.01%	993
2025 Q4	$144M	Buy	4,062,395 +590,373	+17%	+$20.7M	0.01%	1151
2025 Q3	$121M	Buy	3,472,022 +1,069,997	+45%	+$36.5M	0.01%	1257
2025 Q2	$80.3M	Buy	2,402,025 +203,011	+9%	+$6.4M	0.01%	1506
2025 Q1	$68.1M	Buy	2,199,014 +376,059	+21%	+$11.9M	﹤0.01%	1541
2024 Q4	$57M	Buy	1,822,955 +566,118	+45%	+$17.9M	﹤0.01%	1722
2024 Q3	$39M	Buy	1,256,837 +513,918	+69%	+$15.6M	﹤0.01%	2091
2024 Q2	$22.1M	Buy	742,919 +666,200	+868%	+$19.3M	﹤0.01%	2552
2024 Q1	$2.23M	Buy	+76,719	New	+$2.15M	﹤0.01%	4505

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

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

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

Morgan Stanley's CGBL Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group Core Balanced ETF (CGBL) stake by 13% in Q2 2026, buying an estimated $26.7M and bringing the position to 6,153,666 shares worth $234M. The position accounts for 0.01% of the portfolio, ranked #928.

Morgan Stanley first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Morgan Stanley held 6,153,666 shares of Capital Group Core Balanced ETF worth $234M as of Q2 2026.
Morgan Stanley bought 721,615 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $26.7M.
Capital Group Core Balanced ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #928 holding.
Morgan Stanley first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.