Sigma Planning Corp’s Capital Group Core Balanced ETF CGBL Stock Holding History

Sigma Planning Corp’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	$6.16M	Buy	162,362 +20,797	+15%	+$769K	0.16%	135
2026 Q1	$4.87M	Buy	141,565 +17,508	+14%	+$627K	0.14%	157
2025 Q4	$4.38M	Buy	124,057 +8,524	+7%	+$298K	0.12%	170
2025 Q3	$4.01M	Buy	115,533 +14,566	+14%	+$496K	0.11%	184
2025 Q2	$3.38M	Buy	100,967 +26,194	+35%	+$826K	0.1%	204
2025 Q1	$2.32M	Buy	74,773 +8,528	+13%	+$271K	0.07%	256
2024 Q4	$2.07M	Buy	+66,245	New	+$2.09M	0.07%	276

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

Sigma Planning Corp's CGBL Position: Q2 2026 in Review

Sigma Planning Corp increased its Capital Group Core Balanced ETF (CGBL) stake by 15% in Q2 2026, buying an estimated $769K and bringing the position to 162,362 shares worth $6.16M. The position accounts for 0.16% of the portfolio, ranked #135.

Sigma Planning Corp 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.

Sigma Planning Corp held 162,362 shares of Capital Group Core Balanced ETF worth $6.16M as of Q2 2026.
Sigma Planning Corp bought 20,797 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $769K.
Capital Group Core Balanced ETF made up 0.16% of Sigma Planning Corp's portfolio in Q2 2026, its #135 holding.
Sigma Planning Corp 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.