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 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 $377B AUM 19.32% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Smartleaf Asset Management's CGBL Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 6.6% in Q1 2026, buying an estimated $942K and bringing the position to 426,687 shares worth $14.4M. The position accounts for 0.52% of the portfolio, ranked #32.

Smartleaf Asset Management first reported a position in CGBL in Q3 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Smartleaf Asset Management held 426,687 shares of Capital Group Core Balanced ETF worth $14.4M as of Q1 2026.
Smartleaf Asset Management bought 26,301 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $942K.
Capital Group Core Balanced ETF made up 0.52% of Smartleaf Asset Management's portfolio in Q1 2026, its #32 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 7 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.