Richmond Investment Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Richmond Investment Services’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	$1.84M	Buy	48,393 +15,804	+48%	+$584K	0.58%	34
2026 Q1	$1.12M	Buy	32,589 +11,107	+52%	+$398K	0.18%	83
2025 Q4	$759K	Sell	21,482 -3,113	-13%	-$109K	0.13%	101
2025 Q3	$854K	Buy	24,595 +12	+0%	+$409	0.16%	87
2025 Q2	$822K	Buy	24,583 +11,747	+92%	+$370K	0.17%	83
2025 Q1	$398K	Sell	12,836 -5,731	-31%	-$182K	0.22%	69
2024 Q4	$581K	Buy	+18,567	New	+$586K	0.33%	51

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

Richmond Investment Services's CGBL Position: Q2 2026 in Review

Richmond Investment Services increased its Capital Group Core Balanced ETF (CGBL) stake by 48% in Q2 2026, buying an estimated $584K and bringing the position to 48,393 shares worth $1.84M. The position accounts for 0.58% of the portfolio, ranked #34.

Richmond Investment Services first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Richmond Investment Services held 48,393 shares of Capital Group Core Balanced ETF worth $1.84M as of Q2 2026.
Richmond Investment Services bought 15,804 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $584K.
Capital Group Core Balanced ETF made up 0.58% of Richmond Investment Services's portfolio in Q2 2026, its #34 holding.
Richmond Investment Services first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.