Taylor Financial Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Taylor Financial Group’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	$4.62M	Buy	121,739 +5,766	+5%	+$213K	2.54%	8
2026 Q1	$3.99M	Buy	115,973 +4,614	+4%	+$165K	2.42%	8
2025 Q4	$3.93M	Sell	111,359 -246	-0.2%	-$8.61K	2.31%	7
2025 Q3	$3.87M	Buy	111,605 +7,235	+7%	+$246K	2.23%	9
2025 Q2	$3.49M	Buy	104,370 +10,385	+11%	+$328K	2.18%	10
2025 Q1	$2.91M	Buy	93,985 +8,238	+10%	+$261K	2.03%	10
2024 Q4	$2.68M	Buy	85,747 +5,711	+7%	+$180K	1.86%	10
2024 Q3	$2.49M	Buy	80,036 +8,412	+12%	+$255K	1.72%	12
2024 Q2	$2.13M	Buy	71,624 +6,226	+10%	+$181K	1.64%	13
2024 Q1	$1.9M	Buy	65,398 +2,444	+4%	+$68.6K	1.45%	14
2023 Q4	$1.72M	Buy	+62,954	New	+$1.62M	1.42%	16

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

Taylor Financial Group's CGBL Position: Q2 2026 in Review

Taylor Financial Group increased its Capital Group Core Balanced ETF (CGBL) stake by 5% in Q2 2026, buying an estimated $213K and bringing the position to 121,739 shares worth $4.62M. The position accounts for 2.54% of the portfolio, ranked #8.

Taylor Financial Group first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Taylor Financial Group held 121,739 shares of Capital Group Core Balanced ETF worth $4.62M as of Q2 2026.
Taylor Financial Group bought 5,766 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $213K.
Capital Group Core Balanced ETF made up 2.54% of Taylor Financial Group's portfolio in Q2 2026, its #8 holding.
Taylor Financial Group first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.