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 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 $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

Smartleaf Asset Management's CGBL Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 426,687 shares worth $16.2M. The position accounts for 0.53% of the portfolio, ranked #33.

Smartleaf Asset Management first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Smartleaf Asset Management held 426,687 shares of Capital Group Core Balanced ETF worth $16.2M as of Q2 2026.
Smartleaf Asset Management left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up 0.53% of Smartleaf Asset Management's portfolio in Q2 2026, its #33 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.