Pines Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Pines Wealth Management’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	$771K	Sell	20,313 -105	-0.5%	-$3.88K	0.22%	104
2026 Q1	$703K	Buy	20,418 +10	+0%	+$358	0.23%	105
2025 Q4	$721K	Buy	20,408 +1,172	+6%	+$41K	0.23%	102
2025 Q3	$668K	Sell	19,236 -748	-4%	-$25.5K	0.22%	101
2025 Q2	$673K	Buy	19,984 +2,010	+11%	+$63.4K	0.24%	102
2025 Q1	$515K	Sell	17,974 -1,924	-10%	-$61.1K	0.24%	105
2024 Q4	$617K	Buy	+19,898	New	+$628K	0.27%	96

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

Pines Wealth Management's CGBL Position: Q2 2026 in Review

Pines Wealth Management reduced its Capital Group Core Balanced ETF (CGBL) stake by 0.51% in Q2 2026, selling an estimated $3.88K and leaving 20,313 shares worth $771K. The position accounts for 0.22% of the portfolio, ranked #104.

Pines Wealth Management 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.

Pines Wealth Management held 20,313 shares of Capital Group Core Balanced ETF worth $771K as of Q2 2026.
Pines Wealth Management sold 105 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.88K.
Capital Group Core Balanced ETF made up 0.22% of Pines Wealth Management's portfolio in Q2 2026, its #104 holding.
Pines Wealth Management 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 Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.