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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
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 $377B 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 $530B 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 $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's CGBL Position: Q1 2026 in Review

Regal Investment Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 42% in Q1 2026, buying an estimated $231K and bringing the position to 21,674 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #357.

Regal Investment Advisors first reported a position in CGBL in Q2 2025 and has held it in 4 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Regal Investment Advisors held 21,674 shares of Capital Group Core Balanced ETF worth $746K as of Q1 2026.
  • Regal Investment Advisors bought 6,463 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $231K.
  • Capital Group Core Balanced ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #357 holding.
  • Regal Investment Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 4 quarters since.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.