PCG Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

PCG Wealth Advisors’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 Q1	$11.9M	Buy	346,953 +121,045	+54%	+$4.33M	3.02%	4
2025 Q4	$7.98M	Buy	225,908 +20,753	+10%	+$726K	2.26%	8
2025 Q3	$7.12M	Buy	+205,155	New	+$6.99M	2.08%	8
2025 Q2	–	Sell	-131,456	Closed	-$4.07M	–	104
2025 Q1	$4.07M	Buy	131,456 +104,847	+394%	+$3.33M	1.42%	17
2024 Q4	$832K	Buy	+26,609	New	+$840K	0.31%	74

Other funds holding CGBL

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCG Wealth Advisors's CGBL Position: Q1 2026 in Review

PCG Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 54% in Q1 2026, buying an estimated $4.33M and bringing the position to 346,953 shares worth $11.9M. The position accounts for 3.02% of the portfolio, ranked #4.

PCG Wealth Advisors first reported a position in CGBL in Q4 2024 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

PCG Wealth Advisors held 346,953 shares of Capital Group Core Balanced ETF worth $11.9M as of Q1 2026.
PCG Wealth Advisors bought 121,045 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $4.33M.
Capital Group Core Balanced ETF made up 3.02% of PCG Wealth Advisors's portfolio in Q1 2026, its #4 holding.
PCG Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 5 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.