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CGBL icon

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

&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
2026
Q2 		$38.3M Buy
1,005,263
+149,811
+18% +$5.54M 0.16% 125
2026
Q1 		$29.4M Buy
855,452
+145,478
+20% +$5.21M 0.15% 128
2025
Q4 		$25.2M Buy
709,974
+389,787
+122% +$13.6M 0.13% 145
2025
Q3 		$11.2M Buy
320,187
+156,060
+95% +$5.32M 0.07% 248
2025
Q2 		$5.53M Buy
164,127
+52,450
+47% +$1.65M 0.04% 351
2025
Q1 		$3.49M Buy
111,677
+100,564
+905% +$3.19M 0.04% 381
2024
Q4 		$362K Buy
+11,113
New +$351K ﹤0.01% 1233

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners's CGBL Position: Q2 2026 in Review

&Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 18% in Q2 2026, buying an estimated $5.54M and bringing the position to 1,005,263 shares worth $38.3M. The position accounts for 0.16% of the portfolio, ranked #125.

&Partners first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • &Partners held 1,005,263 shares of Capital Group Core Balanced ETF worth $38.3M as of Q2 2026.
  • &Partners bought 149,811 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $5.54M.
  • Capital Group Core Balanced ETF made up 0.16% of &Partners's portfolio in Q2 2026, its #125 holding.
  • &Partners first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.