Smartleaf Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Smartleaf Asset 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 Q3	$18.7M	Buy	502,603 +75,916	+18%	+$2.86M	0.53%	36
2026 Q2	$16.2M	Hold	426,687	–	–	0.53%	33
2026 Q1	$14.4M	Buy	426,687 +26,301	+7%	+$942K	0.52%	32
2025 Q4	$14.2M	Buy	400,386 +19,236	+5%	+$673K	0.54%	32
2025 Q3	$13.3M	Buy	381,150 +44,341	+13%	+$1.51M	0.82%	17
2025 Q2	$11.3M	Buy	336,809 +39,869	+13%	+$1.26M	0.99%	13
2025 Q1	$9.2M	Buy	296,940 +63,794	+27%	+$2.02M	0.89%	13
2024 Q4	$7.3M	Buy	233,146 +21,501	+10%	+$679K	0.74%	20
2024 Q3	$6.6M	Buy	+211,645	New	+$6.41M	0.8%	17

Other funds holding CGBL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Compton Financial Group Towson, Maryland $519M AUM 6.77% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Smartleaf Asset Management's CGBL Position: Q3 2026 in Review

Smartleaf Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 18% in Q3 2026, buying an estimated $2.86M and bringing the position to 502,603 shares worth $18.7M. The position accounts for 0.53% of the portfolio, ranked #36.

Smartleaf Asset Management first reported a position in CGBL in Q3 2024 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

Smartleaf Asset Management held 502,603 shares of Capital Group Core Balanced ETF worth $18.7M as of Q3 2026.
Smartleaf Asset Management bought 75,916 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $2.86M.
Capital Group Core Balanced ETF made up 0.53% of Smartleaf Asset Management's portfolio in Q3 2026, its #36 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.