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Sweeney & Michel’s Capital Group Core Balanced ETF CGBL Stock Holding History

Sweeney & Michel’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 		$411K Buy
10,706
+1,064
+11% +$39.3K 0.11% 113
2026
Q1 		$348K Buy
9,642
+2,891
+43% +$104K 0.1% 110
2025
Q4 		$246K Buy
6,751
+280
+4% +$9.8K 0.07% 130
2025
Q3 		$222K Buy
6,471
+34
+0.5% +$1.16K 0.07% 127
2025
Q2 		$216K Buy
+6,437
New +$203K 0.08% 126

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sweeney & Michel's CGBL Position: Q2 2026 in Review

Sweeney & Michel increased its Capital Group Core Balanced ETF (CGBL) stake by 11% in Q2 2026, buying an estimated $39.3K and bringing the position to 10,706 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #113.

Sweeney & Michel first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Sweeney & Michel held 10,706 shares of Capital Group Core Balanced ETF worth $411K as of Q2 2026.
  • Sweeney & Michel bought 1,064 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $39.3K.
  • Capital Group Core Balanced ETF made up 0.11% of Sweeney & Michel's portfolio in Q2 2026, its #113 holding.
  • Sweeney & Michel first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.