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

Spire Wealth 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	$417K	Buy	10,978 +52	+0.5%	+$1.92K	0.01%	592
2026 Q1	$376K	Hold	10,926	–	–	0.01%	611
2025 Q4	$386K	Buy	10,926 +57	+0.5%	+$1.99K	0.01%	605
2025 Q3	$377K	Buy	10,869 +6,024	+124%	+$205K	0.01%	606
2025 Q2	$162K	Sell	4,845 -3,787	-44%	-$119K	0.01%	819
2025 Q1	$267K	Hold	8,632	–	–	0.01%	750
2024 Q4	$270K	Buy	+8,632	New	+$272K	0.01%	736

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

Spire Wealth Management's CGBL Position: Q2 2026 in Review

Spire Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 0.48% in Q2 2026, buying an estimated $1.92K and bringing the position to 10,978 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #592.

Spire Wealth Management first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Spire Wealth Management held 10,978 shares of Capital Group Core Balanced ETF worth $417K as of Q2 2026.
Spire Wealth Management bought 52 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.92K.
Capital Group Core Balanced ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #592 holding.
Spire Wealth Management first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.