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Orion Portfolio Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History

Orion Portfolio Solutions’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
-8,450
Closed -$264K – 1894
2024
Q4 		$264K Buy
+8,450
New +$267K ﹤0.01% 1614

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 $79.5B AUM 27.1% 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 $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's CGBL Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2025, closing a stake of 8,450 shares — an estimated $264K sold.

Orion Portfolio Solutions first reported a position in CGBL in Q4 2024 and held it in 1 quarter. The position peaked at $264K in Q4 2024. 218 funds tracked by Wall St. Rank hold CGBL as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Capital Group Core Balanced ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,450 Capital Group Core Balanced ETF shares in Q1 2025, an estimated $264K.
  • Orion Portfolio Solutions first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Capital Group Core Balanced ETF position peaked at $264K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.