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

Summit Global Investments’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	$799K	Buy	21,061 +4,912	+30%	+$182K	0.04%	252
2026 Q1	$556K	Buy	16,149 +426	+3%	+$15.3K	0.03%	311
2025 Q4	$555K	Buy	15,723 +582	+4%	+$20.4K	0.03%	292
2025 Q3	$526K	Buy	15,141 +2,126	+16%	+$72.4K	0.03%	291
2025 Q2	$435K	Buy	13,015 +1,197	+10%	+$37.8K	0.03%	325
2025 Q1	$366K	Buy	11,818 +1,886	+19%	+$59.9K	0.03%	339
2024 Q4	$311K	Buy	9,932 +3,188	+47%	+$101K	0.02%	443
2024 Q3	$209K	Buy	+6,744	New	+$204K	0.01%	484

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

Summit Global Investments's CGBL Position: Q2 2026 in Review

Summit Global Investments increased its Capital Group Core Balanced ETF (CGBL) stake by 30% in Q2 2026, buying an estimated $182K and bringing the position to 21,061 shares worth $799K. The position accounts for 0.04% of the portfolio, ranked #252.

Summit Global Investments 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.

Summit Global Investments held 21,061 shares of Capital Group Core Balanced ETF worth $799K as of Q2 2026.
Summit Global Investments bought 4,912 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $182K.
Capital Group Core Balanced ETF made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #252 holding.
Summit Global Investments 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 Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.