Silver Oak Securities’s Capital Group Core Balanced ETF CGBL Stock Holding History

Silver Oak Securities’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	$948K	Buy	24,963 +9,300	+59%	+$344K	0.06%	310
2026 Q1	$539K	Buy	15,663 +5,371	+52%	+$192K	0.04%	411
2025 Q4	$365K	Buy	+10,292	New	+$360K	0.02%	559

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

Silver Oak Securities's CGBL Position: Q2 2026 in Review

Silver Oak Securities increased its Capital Group Core Balanced ETF (CGBL) stake by 59% in Q2 2026, buying an estimated $344K and bringing the position to 24,963 shares worth $948K. The position accounts for 0.06% of the portfolio, ranked #310.

Silver Oak Securities first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Silver Oak Securities held 24,963 shares of Capital Group Core Balanced ETF worth $948K as of Q2 2026.
Silver Oak Securities bought 9,300 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $344K.
Capital Group Core Balanced ETF made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #310 holding.
Silver Oak Securities first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.