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Plante Moran Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-2,400
Closed -$75K – 817
2024
Q4 		$75K Hold
2,400
– – 0.01% 297
2024
Q3 		$74.5K Buy
+2,400
New +$72.7K 0.01% 328

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ACM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's CGBL Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2025, closing a stake of 2,400 shares — an estimated $75K sold.

Plante Moran Financial Advisors first reported a position in CGBL in Q3 2024 and held it in 2 quarters. The position peaked at $75K in Q4 2024. 218 funds tracked by Wall St. Rank hold CGBL as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Capital Group Core Balanced ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,400 Capital Group Core Balanced ETF shares in Q1 2025, an estimated $75K.
  • Plante Moran Financial Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Capital Group Core Balanced ETF position peaked at $75K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.