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Prime Capital Investment Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Prime Capital Investment 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
Q2 		$343K Buy
9,031
+200
+2% +$7.39K ﹤0.01% 821
2026
Q1 		$304K Buy
8,831
+833
+10% +$29.8K ﹤0.01% 825
2025
Q4 		$283K Buy
+7,998
New +$280K ﹤0.01% 837

Other funds holding CGBL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Prime Capital Investment Advisors's CGBL Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 2.3% in Q2 2026, buying an estimated $7.39K and bringing the position to 9,031 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Prime Capital Investment Advisors first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Prime Capital Investment Advisors held 9,031 shares of Capital Group Core Balanced ETF worth $343K as of Q2 2026.
  • Prime Capital Investment Advisors bought 200 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $7.39K.
  • Capital Group Core Balanced ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #821 holding.
  • Prime Capital Investment Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.