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PFG Investments’s Capital Group Core Balanced ETF CGBL Stock Holding History

PFG Investments’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 		$335K Sell
8,838
-4,984
-36% -$184K 0.01% 875
2026
Q1 		$476K Buy
13,822
+2,689
+24% +$96.3K 0.02% 629
2025
Q4 		$393K Buy
11,133
+1,006
+10% +$35.2K 0.02% 667
2025
Q3 		$352K Buy
+10,127
New +$345K 0.02% 695

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

PFG Investments's CGBL Position: Q2 2026 in Review

PFG Investments reduced its Capital Group Core Balanced ETF (CGBL) stake by 36% in Q2 2026, selling an estimated $184K and leaving 8,838 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #875.

PFG Investments first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $476K in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • PFG Investments held 8,838 shares of Capital Group Core Balanced ETF worth $335K as of Q2 2026.
  • PFG Investments sold 4,984 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $184K.
  • Capital Group Core Balanced ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #875 holding.
  • PFG Investments first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
  • PFG Investments's Capital Group Core Balanced ETF position peaked at $476K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.