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

Simplicity Wealth’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	$353K	Buy	9,305 +587	+7%	+$21.7K	0.01%	772
2026 Q1	$300K	Buy	8,718 +367	+4%	+$13.1K	0.02%	592
2025 Q4	$295K	Buy	8,351 +62	+0.7%	+$2.17K	0.02%	559
2025 Q3	$288K	Buy	8,289 +1,887	+29%	+$64.3K	0.02%	581
2025 Q2	$214K	Buy	+6,402	New	+$202K	0.01%	561
2024 Q3	–	Sell	-17,002	Closed	-$505K	–	603
2024 Q2	$505K	Buy	+17,002	New	+$494K	0.01%	757

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

Simplicity Wealth's CGBL Position: Q2 2026 in Review

Simplicity Wealth increased its Capital Group Core Balanced ETF (CGBL) stake by 6.7% in Q2 2026, buying an estimated $21.7K and bringing the position to 9,305 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #772.

Simplicity Wealth first reported a position in CGBL in Q2 2024 and has held it in 6 quarters since. The position peaked at $505K in Q2 2024. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Simplicity Wealth held 9,305 shares of Capital Group Core Balanced ETF worth $353K as of Q2 2026.
Simplicity Wealth bought 587 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $21.7K.
Capital Group Core Balanced ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #772 holding.
Simplicity Wealth first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 6 quarters since.
Simplicity Wealth's Capital Group Core Balanced ETF position peaked at $505K in Q2 2024.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.