Sanctuary Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Sanctuary Advisors’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	$393K	Buy	10,358 +802	+8%	+$29.6K	﹤0.01%	2143
2026 Q1	$329K	Buy	9,556 +416	+5%	+$14.9K	﹤0.01%	2029
2025 Q4	$323K	Buy	9,140 +588	+7%	+$20.6K	﹤0.01%	1971
2025 Q3	$297K	Buy	8,552 +11	+0.1%	+$375	﹤0.01%	2009
2025 Q2	$286K	Buy	8,541 +1	+0%	+$32	﹤0.01%	1956
2025 Q1	$265K	Buy	+8,540	New	+$271K	﹤0.01%	1870

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

Sanctuary Advisors's CGBL Position: Q2 2026 in Review

Sanctuary Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 8.4% in Q2 2026, buying an estimated $29.6K and bringing the position to 10,358 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Sanctuary Advisors first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Sanctuary Advisors held 10,358 shares of Capital Group Core Balanced ETF worth $393K as of Q2 2026.
Sanctuary Advisors bought 802 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $29.6K.
Capital Group Core Balanced ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2143 holding.
Sanctuary Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.