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CGBL icon

NewEdge Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

NewEdge Advisors’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
Q1 		$13.4M Buy
389,002
+59,864
+18% +$2.14M 0.05% 367
2025
Q4 		$11.6M Buy
329,138
+198,024
+151% +$6.93M 0.04% 386
2025
Q3 		$4.55M Sell
131,114
-2,524
-2% -$86K 0.02% 668
2025
Q2 		$4.47M Buy
133,638
+99,696
+294% +$3.14M 0.02% 612
2025
Q1 		$1.05M Buy
33,942
+13,986
+70% +$444K 0.01% 1163
2024
Q4 		$624K Buy
19,956
+5,224
+35% +$165K ﹤0.01% 1412
2024
Q3 		$457K Buy
14,732
+12,399
+531% +$375K ﹤0.01% 1526
2024
Q2 		$69.4K Buy
2,333
+808
+53% +$23.5K ﹤0.01% 2227
2024
Q1 		$44.4K Buy
+1,525
New +$42.8K ﹤0.01% 2353

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $376B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return