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

Prosperity 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
2025 Q4	$260K	Buy	+7,353	New	+$257K	0.09%	205

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prosperity Wealth Management's CGBL Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Capital Group Core Balanced ETF (CGBL) in Q4 2025: 7,353 shares worth $260K. The stake represents 0.09% of the portfolio and ranks #205 among its holdings.

311 funds tracked by Wall St. Rank hold CGBL as of Q4 2025.

Prosperity Wealth Management held 7,353 shares of Capital Group Core Balanced ETF worth $260K as of Q4 2025.
Capital Group Core Balanced ETF was a new Prosperity Wealth Management position in Q4 2025.
Capital Group Core Balanced ETF made up 0.09% of Prosperity Wealth Management's portfolio in Q4 2025, its #205 holding.
311 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.