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 $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return