Richards, Merrill & Peterson’s Capital Group Core Balanced ETF CGBL Stock Holding History

Richards, Merrill & Peterson’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	$560K	Buy	14,754 +600	+4%	+$22.2K	0.18%	114
2026 Q1	$487K	Buy	14,154 +229	+2%	+$8.2K	0.18%	123
2025 Q4	$492K	Buy	+13,925	New	+$487K	0.19%	115
2025 Q2	–	Sell	-2,625	Closed	-$81.3K	–	239
2025 Q1	$81.3K	Hold	2,625	–	–	0.04%	204
2024 Q4	$82.1K	Buy	+2,625	New	+$82.8K	0.04%	202

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

Richards, Merrill & Peterson's CGBL Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group Core Balanced ETF (CGBL) stake by 4.2% in Q2 2026, buying an estimated $22.2K and bringing the position to 14,754 shares worth $560K. The position accounts for 0.18% of the portfolio, ranked #114.

Richards, Merrill & Peterson first reported a position in CGBL in Q4 2024 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Richards, Merrill & Peterson held 14,754 shares of Capital Group Core Balanced ETF worth $560K as of Q2 2026.
Richards, Merrill & Peterson bought 600 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $22.2K.
Capital Group Core Balanced ETF made up 0.18% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #114 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 5 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.