Synergy Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Synergy Investment Management’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	$1.06M	Hold	30,715	–	–	0.35%	51
2025 Q4	$1.09M	Buy	30,715 +2,800	+10%	+$98K	0.38%	46
2025 Q3	$969K	Buy	+27,915	New	+$951K	0.37%	45
2025 Q2	–	Sell	-31,115	Closed	-$964K	–	145
2025 Q1	$964K	Buy	31,115 +13,600	+78%	+$432K	0.4%	49
2024 Q4	$548K	Buy	+17,515	New	+$553K	0.24%	66

Other funds holding CGBL

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Synergy Investment Management's CGBL Position: Q1 2026 in Review

Synergy Investment Management held its Capital Group Core Balanced ETF (CGBL) position steady in Q1 2026 at 30,715 shares worth $1.06M. The position accounts for 0.35% of the portfolio, ranked #51.

Synergy Investment Management first reported a position in CGBL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Synergy Investment Management held 30,715 shares of Capital Group Core Balanced ETF worth $1.06M as of Q1 2026.
Synergy Investment Management left its Capital Group Core Balanced ETF share count unchanged in Q1 2026.
Capital Group Core Balanced ETF made up 0.35% of Synergy Investment Management's portfolio in Q1 2026, its #51 holding.
Synergy Investment Management first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 5 quarters since.
Synergy Investment Management'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 Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.