Stratos Wealth Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Stratos Wealth Partners’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	$12.2M	Buy	320,615 +21,415	+7%	+$791K	0.12%	176
2026 Q1	$10.3M	Buy	299,200 +26,080	+10%	+$934K	0.12%	187
2025 Q4	$9.65M	Buy	273,120 +87,052	+47%	+$3.05M	0.11%	197
2025 Q3	$6.46M	Buy	186,068 +102,986	+124%	+$3.51M	0.08%	269
2025 Q2	$2.78M	Buy	83,082 +58,447	+237%	+$1.84M	0.04%	411
2025 Q1	$763K	Sell	24,635 -2,906	-11%	-$92.2K	0.01%	750
2024 Q4	$861K	Buy	27,541 +19,094	+226%	+$603K	0.01%	748
2024 Q3	$262K	Buy	+8,447	New	+$256K	﹤0.01%	1217

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

Stratos Wealth Partners's CGBL Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 7.2% in Q2 2026, buying an estimated $791K and bringing the position to 320,615 shares worth $12.2M. The position accounts for 0.12% of the portfolio, ranked #176.

Stratos Wealth Partners first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Stratos Wealth Partners held 320,615 shares of Capital Group Core Balanced ETF worth $12.2M as of Q2 2026.
Stratos Wealth Partners bought 21,415 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $791K.
Capital Group Core Balanced ETF made up 0.12% of Stratos Wealth Partners's portfolio in Q2 2026, its #176 holding.
Stratos Wealth Partners first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.