Sunbelt Securities’s Capital Group Core Balanced ETF CGBL Stock Holding History

Sunbelt Securities’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	$4.9M	Buy	142,527 +570	+0.4%	+$20.4K	0.31%	63
2025 Q4	$5.02M	Sell	141,957 -8,729	-6%	-$305K	0.33%	51
2025 Q3	$5.23M	Sell	150,686 -6,233	-4%	-$212K	0.36%	50
2025 Q2	$4.91M	Buy	156,919 +461	+0.3%	+$14.5K	0.43%	47
2025 Q1	$4.85M	Sell	156,458 -461	-0.3%	-$14.6K	0.43%	46
2024 Q4	$4.92M	Buy	156,919 +2,303	+1%	+$72.7K	0.43%	47
2024 Q3	$4.8M	Sell	154,616 -32,537	-17%	-$985K	0.47%	49
2024 Q2	$5.56M	Buy	187,153 +15,978	+9%	+$464K	0.57%	38
2024 Q1	$4.98M	Buy	171,175 +71,450	+72%	+$2.01M	0.56%	39
2023 Q4	$2.73M	Buy	99,725 +92,961	+1,374%	+$2.39M	0.34%	64
2023 Q3	$169K	Buy	+6,764	New	+$169K	0.02%	524

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunbelt Securities's CGBL Position: Q1 2026 in Review

Sunbelt Securities increased its Capital Group Core Balanced ETF (CGBL) stake by 0.4% in Q1 2026, buying an estimated $20.4K and bringing the position to 142,527 shares worth $4.9M. The position accounts for 0.31% of the portfolio, ranked #63.

Sunbelt Securities first reported a position in CGBL in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.56M in Q2 2024. 321 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Sunbelt Securities held 142,527 shares of Capital Group Core Balanced ETF worth $4.9M as of Q1 2026.
Sunbelt Securities bought 570 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $20.4K.
Capital Group Core Balanced ETF made up 0.31% of Sunbelt Securities's portfolio in Q1 2026, its #63 holding.
Sunbelt Securities first reported a position in Capital Group Core Balanced ETF in Q3 2023 and has held it in 11 quarters since.
Sunbelt Securities's Capital Group Core Balanced ETF position peaked at $5.56M in Q2 2024.
321 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.