RIA Advisory Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

RIA Advisory 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
2026 Q2	$1.38M	Buy	36,344 +1,093	+3%	+$40.4K	0.3%	52
2026 Q1	$1.21M	Buy	35,251 +1,514	+4%	+$54.2K	0.29%	54
2025 Q4	$1.19M	Buy	33,737 +2,983	+10%	+$104K	0.29%	55
2025 Q3	$1.07M	Sell	30,754 -31	-0.1%	-$1.06K	0.27%	58
2025 Q2	$1.03M	Buy	30,785 +1,137	+4%	+$35.9K	0.3%	53
2025 Q1	$918K	Sell	29,648 -3,157	-10%	-$100K	0.3%	60
2024 Q4	$1.03M	Buy	32,805 +2,560	+8%	+$80.8K	0.35%	46
2024 Q3	$939K	Buy	+30,245	New	+$916K	0.33%	46

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

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

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

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

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

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

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

RIA Advisory Group's CGBL Position: Q2 2026 in Review

RIA Advisory Group increased its Capital Group Core Balanced ETF (CGBL) stake by 3.1% in Q2 2026, buying an estimated $40.4K and bringing the position to 36,344 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #52.

RIA Advisory Group first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

RIA Advisory Group held 36,344 shares of Capital Group Core Balanced ETF worth $1.38M as of Q2 2026.
RIA Advisory Group bought 1,093 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $40.4K.
Capital Group Core Balanced ETF made up 0.3% of RIA Advisory Group's portfolio in Q2 2026, its #52 holding.
RIA Advisory Group first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.