Seamount Financial Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Seamount Financial Group’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	$9.8M	Buy	258,114 +16,793	+7%	+$621K	3.95%	5
2026 Q1	$8.3M	Buy	241,321 +47,538	+25%	+$1.7M	3.74%	5
2025 Q4	$6.85M	Buy	193,783 +39,386	+26%	+$1.38M	3.11%	7
2025 Q3	$5.36M	Buy	154,397 +27,490	+22%	+$936K	2.53%	9
2025 Q2	$4.24M	Buy	126,907 +20,746	+20%	+$654K	2.18%	10
2025 Q1	$3.29M	Buy	106,161 +18,407	+21%	+$584K	2.24%	10
2024 Q4	$2.74M	Buy	87,754 +42,155	+92%	+$1.33M	1.9%	13
2024 Q3	$1.42M	Buy	45,599 +20,994	+85%	+$636K	1.06%	25
2024 Q2	$732K	Buy	+24,605	New	+$714K	0.6%	46

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

Seamount Financial Group's CGBL Position: Q2 2026 in Review

Seamount Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 7% in Q2 2026, buying an estimated $621K and bringing the position to 258,114 shares worth $9.8M. The position accounts for 3.95% of the portfolio, ranked #5.

Seamount Financial Group first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Seamount Financial Group held 258,114 shares of Capital Group Core Balanced ETF worth $9.8M as of Q2 2026.
Seamount Financial Group bought 16,793 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $621K.
Capital Group Core Balanced ETF made up 3.95% of Seamount Financial Group's portfolio in Q2 2026, its #5 holding.
Seamount Financial Group first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.