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ORG Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

ORG Partners’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
Q4 		$2.32M Buy
65,790
+18,784
+40% +$657K 0.41% 50
2025
Q3 		$1.85M Buy
47,006
+19,402
+70% +$661K 0.34% 64
2025
Q2 		$921K Buy
27,604
+27,029
+4,701% +$852K 0.2% 108
2025
Q1 		$17.9K Buy
+575
New +$18.2K ﹤0.01% 715

Other funds holding CGBL

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ORG Partners's CGBL Position: Q4 2025 in Review

ORG Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 40% in Q4 2025, buying an estimated $657K and bringing the position to 65,790 shares worth $2.32M. The position accounts for 0.41% of the portfolio, ranked #50.

ORG Partners first reported a position in CGBL in Q1 2025 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold CGBL as of Q4 2025.

  • ORG Partners held 65,790 shares of Capital Group Core Balanced ETF worth $2.32M as of Q4 2025.
  • ORG Partners bought 18,784 Capital Group Core Balanced ETF shares in Q4 2025, an estimated $657K.
  • Capital Group Core Balanced ETF made up 0.41% of ORG Partners's portfolio in Q4 2025, its #50 holding.
  • ORG Partners first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.