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SFG Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

SFG Wealth Management’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 		– Sell
-23,420
Closed -$806K – 115
2026
Q1 		$806K Buy
23,420
+317
+1% +$11.4K 0.33% 48
2025
Q4 		$816K Buy
23,103
+32
+0.1% +$1.12K 0.32% 58
2025
Q3 		$801K Buy
+23,071
New +$786K 0.35% 57
2025
Q2 		– Sell
-14,048
Closed -$435K – 90
2025
Q1 		$435K Buy
+14,048
New +$446K 0.21% 82

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

SFG Wealth Management's CGBL Position: Q2 2026 in Review

SFG Wealth Management sold out of Capital Group Core Balanced ETF (CGBL) in Q2 2026, closing a stake of 23,420 shares — an estimated $806K sold.

SFG Wealth Management first reported a position in CGBL in Q1 2025 and held it in 4 quarters. The position peaked at $816K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • SFG Wealth Management reported no remaining Capital Group Core Balanced ETF position as of Q2 2026 after selling out during the quarter.
  • SFG Wealth Management sold 23,420 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $806K.
  • SFG Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2025 and held it in 4 quarters.
  • SFG Wealth Management's Capital Group Core Balanced ETF position peaked at $816K in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.