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Oarsman Capital’s Capital Group Core Balanced ETF CGBL Stock Holding History

Oarsman Capital’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 		– Sell
-1,656
Closed -$51.8K – 350
2024
Q4 		$51.8K Hold
1,656
– – 0.01% 437
2024
Q3 		$51.4K Buy
+1,656
New +$50.1K 0.01% 448

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oarsman Capital's CGBL Position: Q1 2025 in Review

Oarsman Capital sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2025, closing a stake of 1,656 shares — an estimated $51.8K sold.

Oarsman Capital first reported a position in CGBL in Q3 2024 and held it in 2 quarters. The position peaked at $51.8K in Q4 2024. 218 funds tracked by Wall St. Rank hold CGBL as of Q1 2025.

  • Oarsman Capital reported no remaining Capital Group Core Balanced ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,656 Capital Group Core Balanced ETF shares in Q1 2025, an estimated $51.8K.
  • Oarsman Capital first reported a position in Capital Group Core Balanced ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's Capital Group Core Balanced ETF position peaked at $51.8K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.