PFS
CGBL icon

Prospera Financial Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Prospera Financial Services’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
Q1 		$5.74M Buy
166,795
+18,715
+13% +$670K 0.09% 241
2025
Q4 		$5.23M Buy
148,080
+41,142
+38% +$1.44M 0.09% 236
2025
Q3 		$3.71M Buy
106,938
+19,354
+22% +$659K 0.06% 322
2025
Q2 		$2.93M Buy
87,584
+26,094
+42% +$823K 0.05% 353
2025
Q1 		$1.91M Buy
61,490
+26,894
+78% +$854K 0.04% 398
2024
Q4 		$1.08M Buy
34,596
+9,565
+38% +$302K 0.03% 518
2024
Q3 		$777K Buy
25,031
+5,797
+30% +$176K 0.02% 578
2024
Q2 		$572K Buy
19,234
+5,553
+41% +$161K 0.02% 664
2024
Q1 		$398K Buy
+13,681
New +$384K 0.01% 783

Other funds holding CGBL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return