Steward Partners Investment Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History

Steward Partners Investment Advisory’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	$4.16M	Buy	120,996 +47,416	+64%	+$1.7M	0.02%	574
2025 Q4	$2.6M	Buy	73,580 +13,846	+23%	+$484K	0.01%	678
2025 Q3	$2.07M	Buy	59,734 +7,905	+15%	+$269K	0.01%	764
2025 Q2	$1.73M	Buy	51,829 +6,748	+15%	+$213K	0.01%	758
2025 Q1	$1.4M	Buy	45,081 +17,265	+62%	+$548K	0.01%	786
2024 Q4	$870K	Buy	27,816 +13,980	+101%	+$441K	0.01%	927
2024 Q3	$430K	Buy	13,836 +8,407	+155%	+$255K	﹤0.01%	1170
2024 Q2	$161K	Buy	5,429 +480	+10%	+$13.9K	﹤0.01%	1548
2024 Q1	$144K	Buy	+4,949	New	+$139K	﹤0.01%	1584

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 $424B AUM 22.96% 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

Steward Partners Investment Advisory's CGBL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Core Balanced ETF (CGBL) stake by 64% in Q1 2026, buying an estimated $1.7M and bringing the position to 120,996 shares worth $4.16M. The position accounts for 0.02% of the portfolio, ranked #574.

Steward Partners Investment Advisory first reported a position in CGBL in Q1 2024 and has held it in 9 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Steward Partners Investment Advisory held 120,996 shares of Capital Group Core Balanced ETF worth $4.16M as of Q1 2026.
Steward Partners Investment Advisory bought 47,416 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $1.7M.
Capital Group Core Balanced ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #574 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 9 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.