Signature Estate & Investment Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Signature Estate & Investment 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	$578K	Sell	15,239 -114,684	-88%	-$4.24M	0.01%	403
2026 Q1	$4.47M	Buy	129,923 +18,632	+17%	+$667K	0.09%	107
2025 Q4	$3.93M	Buy	111,291 +9,988	+10%	+$349K	0.08%	115
2025 Q3	$3.52M	Buy	101,303 +11,327	+13%	+$386K	0.08%	114
2025 Q2	$3.01M	Buy	89,976 +10,875	+14%	+$343K	0.07%	122
2025 Q1	$2.45M	Buy	79,101 +19,295	+32%	+$612K	0.06%	130
2024 Q4	$1.87M	Buy	59,806 +28,917	+94%	+$913K	0.05%	138
2024 Q3	$959K	Buy	30,889 +18,805	+156%	+$569K	0.02%	210
2024 Q2	$359K	Buy	+12,084	New	+$351K	0.01%	356

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Signature Estate & Investment Advisors's CGBL Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 88% in Q2 2026, selling an estimated $4.24M and leaving 15,239 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #403.

Signature Estate & Investment Advisors first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.47M in Q1 2026. 271 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Signature Estate & Investment Advisors held 15,239 shares of Capital Group Core Balanced ETF worth $578K as of Q2 2026.
Signature Estate & Investment Advisors sold 114,684 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.24M.
Capital Group Core Balanced ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #403 holding.
Signature Estate & Investment Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Capital Group Core Balanced ETF position peaked at $4.47M in Q1 2026.
271 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.