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

Regal 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 		$790K Sell
20,804
-870
-4% -$32.2K 0.04% 363
2026
Q1 		$746K Buy
21,674
+6,463
+42% +$231K 0.04% 357
2025
Q4 		$537K Buy
15,211
+5,851
+63% +$205K 0.03% 407
2025
Q3 		$325K Buy
9,360
+194
+2% +$6.61K 0.02% 451
2025
Q2 		$307K Buy
+9,166
New +$289K 0.02% 418

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regal Investment Advisors's CGBL Position: Q2 2026 in Review

Regal Investment Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 4% in Q2 2026, selling an estimated $32.2K and leaving 20,804 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #363.

Regal Investment Advisors first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Regal Investment Advisors held 20,804 shares of Capital Group Core Balanced ETF worth $790K as of Q2 2026.
  • Regal Investment Advisors sold 870 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $32.2K.
  • Capital Group Core Balanced ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • Regal Investment Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
  • 362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.