Sagespring Wealth Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Sagespring Wealth Partners’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	$6.59M	Buy	173,608 +9,543	+6%	+$353K	0.1%	113
2026 Q1	$5.65M	Buy	164,065 +25,241	+18%	+$904K	0.1%	105
2025 Q4	$4.9M	Buy	138,824 +16,693	+14%	+$584K	0.09%	112
2025 Q3	$4.24M	Buy	122,131 +2,818	+2%	+$96K	0.08%	118
2025 Q2	$3.99M	Buy	119,313 +25,564	+27%	+$806K	0.09%	118
2025 Q1	$2.9M	Buy	93,749 +59,632	+175%	+$1.89M	0.07%	130
2024 Q4	$1.07M	Buy	+34,117	New	+$1.08M	0.03%	209

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

Sagespring Wealth Partners's CGBL Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 5.8% in Q2 2026, buying an estimated $353K and bringing the position to 173,608 shares worth $6.59M. The position accounts for 0.1% of the portfolio, ranked #113.

Sagespring Wealth Partners 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.

Sagespring Wealth Partners held 173,608 shares of Capital Group Core Balanced ETF worth $6.59M as of Q2 2026.
Sagespring Wealth Partners bought 9,543 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $353K.
Capital Group Core Balanced ETF made up 0.1% of Sagespring Wealth Partners's portfolio in Q2 2026, its #113 holding.
Sagespring Wealth Partners 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 Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.