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Retirement Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Retirement 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
2024
Q1 		$18.3K Hold
627
– – 0.01% 374
2023
Q4 		$17.1K Buy
+627
New +$16.1K 0.01% 365

Other funds holding CGBL

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Retirement Group's CGBL Position: Q1 2024 in Review

Retirement Group held its Capital Group Core Balanced ETF (CGBL) position steady in Q1 2024 at 627 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #374.

Retirement Group first reported a position in CGBL in Q4 2023 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold CGBL as of Q1 2024.

  • Retirement Group held 627 shares of Capital Group Core Balanced ETF worth $18.3K as of Q1 2024.
  • Retirement Group left its Capital Group Core Balanced ETF share count unchanged in Q1 2024.
  • Capital Group Core Balanced ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #374 holding.
  • Retirement Group first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.