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

StrongBox Wealth’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	$3.87M	Buy	101,934 +3,827	+4%	+$141K	1.1%	33
2026 Q1	$3.38M	Buy	98,107 +14,592	+17%	+$523K	1.08%	33
2025 Q4	$2.95M	Buy	83,515 +12,572	+18%	+$440K	0.97%	35
2025 Q3	$2.46M	Buy	70,943 +4,161	+6%	+$142K	0.83%	36
2025 Q2	$2.23M	Buy	66,782 +2,810	+4%	+$88.6K	0.85%	35
2025 Q1	$1.98M	Buy	+63,972	New	+$2.03M	0.83%	37

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

StrongBox Wealth's CGBL Position: Q2 2026 in Review

StrongBox Wealth increased its Capital Group Core Balanced ETF (CGBL) stake by 3.9% in Q2 2026, buying an estimated $141K and bringing the position to 101,934 shares worth $3.87M. The position accounts for 1.1% of the portfolio, ranked #33.

StrongBox Wealth first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

StrongBox Wealth held 101,934 shares of Capital Group Core Balanced ETF worth $3.87M as of Q2 2026.
StrongBox Wealth bought 3,827 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $141K.
Capital Group Core Balanced ETF made up 1.1% of StrongBox Wealth's portfolio in Q2 2026, its #33 holding.
StrongBox Wealth first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.