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

Savvy Advisors Inc’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 		$291K Buy
+7,670
New +$283K 0.01% 1011
2026
Q1 		– Sell
-7,269
Closed -$257K – 1150
2025
Q4 		$257K Sell
7,269
-300
-4% -$10.5K 0.01% 842
2025
Q3 		$263K Buy
7,569
+1,500
+25% +$51.1K 0.01% 672
2025
Q2 		$203K Buy
+6,069
New +$191K 0.01% 609

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Savvy Advisors Inc's CGBL Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 7,670 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in CGBL as recently as Q4 2025.

Savvy Advisors Inc first reported a position in CGBL in Q2 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Savvy Advisors Inc held 7,670 shares of Capital Group Core Balanced ETF worth $291K as of Q2 2026.
  • Capital Group Core Balanced ETF was a new Savvy Advisors Inc position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1011 holding.
  • Savvy Advisors Inc first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.