Owen LaRue’s Capital Group Core Balanced ETF CGBL Stock Holding History

Owen LaRue’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	$572K	Sell	15,069 -731	-5%	-$27K	0.2%	86
2026 Q1	$544K	Hold	15,800	–	–	0.21%	84
2025 Q4	$558K	Sell	15,800 -3,946	-20%	-$138K	0.21%	78
2025 Q3	$686K	Sell	19,746 -2,674	-12%	-$91.1K	0.27%	71
2025 Q2	$750K	Sell	22,420 -21,373	-49%	-$674K	0.32%	65
2025 Q1	$1.36M	Sell	43,793 -19,482	-31%	-$618K	0.68%	38
2024 Q4	$1.98M	Buy	63,275 +32,425	+105%	+$1.02M	1.03%	24
2024 Q3	$958K	Buy	+30,850	New	+$934K	0.51%	47

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Owen LaRue's CGBL Position: Q2 2026 in Review

Owen LaRue reduced its Capital Group Core Balanced ETF (CGBL) stake by 4.6% in Q2 2026, selling an estimated $27K and leaving 15,069 shares worth $572K. The position accounts for 0.2% of the portfolio, ranked #86.

Owen LaRue first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2024. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Owen LaRue held 15,069 shares of Capital Group Core Balanced ETF worth $572K as of Q2 2026.
Owen LaRue sold 731 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $27K.
Capital Group Core Balanced ETF made up 0.2% of Owen LaRue's portfolio in Q2 2026, its #86 holding.
Owen LaRue first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
Owen LaRue's Capital Group Core Balanced ETF position peaked at $1.98M in Q4 2024.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.