Strategic Blueprint’s Capital Group Core Balanced ETF CGBL Stock Holding History

Strategic Blueprint’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	$825K	Buy	21,737 +865	+4%	+$32K	0.04%	345
2026 Q1	$718K	Buy	20,872 +460	+2%	+$16.5K	0.04%	341
2025 Q4	$721K	Sell	20,412 -137,114	-87%	-$4.8M	0.04%	328
2025 Q3	$5.47M	Buy	157,526 +25,692	+19%	+$875K	0.24%	104
2025 Q2	$4.41M	Buy	131,834 +100,158	+316%	+$3.16M	0.22%	113
2025 Q1	$981K	Buy	31,676 +21,981	+227%	+$698K	0.05%	296
2024 Q4	$303K	Buy	+9,695	New	+$306K	0.02%	520

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

Strategic Blueprint's CGBL Position: Q2 2026 in Review

Strategic Blueprint increased its Capital Group Core Balanced ETF (CGBL) stake by 4.1% in Q2 2026, buying an estimated $32K and bringing the position to 21,737 shares worth $825K. The position accounts for 0.04% of the portfolio, ranked #345.

Strategic Blueprint first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.47M in Q3 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Strategic Blueprint held 21,737 shares of Capital Group Core Balanced ETF worth $825K as of Q2 2026.
Strategic Blueprint bought 865 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $32K.
Capital Group Core Balanced ETF made up 0.04% of Strategic Blueprint's portfolio in Q2 2026, its #345 holding.
Strategic Blueprint first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
Strategic Blueprint's Capital Group Core Balanced ETF position peaked at $5.47M in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.