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Summit Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Summit Financial’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 		$1.07M Buy
31,097
+250
+0.8% +$8.95K 0.01% 750
2025
Q4 		$1.09M Buy
30,847
+265
+0.9% +$9.27K 0.02% 639
2025
Q3 		$1.06M Buy
+30,582
New +$1.04M 0.02% 632

Other funds holding CGBL

LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial's CGBL Position: Q1 2026 in Review

Summit Financial increased its Capital Group Core Balanced ETF (CGBL) stake by 0.81% in Q1 2026, buying an estimated $8.95K and bringing the position to 31,097 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #750.

Summit Financial first reported a position in CGBL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Summit Financial held 31,097 shares of Capital Group Core Balanced ETF worth $1.07M as of Q1 2026.
  • Summit Financial bought 250 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $8.95K.
  • Capital Group Core Balanced ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #750 holding.
  • Summit Financial first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Capital Group Core Balanced ETF position peaked at $1.09M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.