Private Advisor Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Private Advisor Group’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	$34.4M	Buy	905,873 +314,832	+53%	+$11.6M	0.16%	141
2026 Q1	$20.3M	Buy	591,041 +115,409	+24%	+$4.13M	0.1%	221
2025 Q4	$16.8M	Sell	475,632 -40,123	-8%	-$1.4M	0.08%	261
2025 Q3	$17.9M	Buy	515,755 +71,154	+16%	+$2.42M	0.09%	235
2025 Q2	$14.9M	Buy	444,601 +74,478	+20%	+$2.35M	0.08%	262
2025 Q1	$11.5M	Buy	370,123 +51,827	+16%	+$1.64M	0.07%	302
2024 Q4	$9.95M	Buy	318,296 +55,001	+21%	+$1.74M	0.06%	324
2024 Q3	$8.18M	Buy	263,295 +197,484	+300%	+$5.98M	0.05%	362
2024 Q2	$1.96M	Buy	65,811 +47,417	+258%	+$1.38M	0.01%	845
2024 Q1	$535K	Buy	+18,394	New	+$516K	﹤0.01%	1472

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

Private Advisor Group's CGBL Position: Q2 2026 in Review

Private Advisor Group increased its Capital Group Core Balanced ETF (CGBL) stake by 53% in Q2 2026, buying an estimated $11.6M and bringing the position to 905,873 shares worth $34.4M. The position accounts for 0.16% of the portfolio, ranked #141.

Private Advisor Group first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Private Advisor Group held 905,873 shares of Capital Group Core Balanced ETF worth $34.4M as of Q2 2026.
Private Advisor Group bought 314,832 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $11.6M.
Capital Group Core Balanced ETF made up 0.16% of Private Advisor Group's portfolio in Q2 2026, its #141 holding.
Private Advisor Group first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.