TCFG Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

TCFG Wealth 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	$374K	Buy	+10,868	New	+$389K	0.14%	161

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

TCFG Wealth Management's CGBL Position: Q1 2026 in Review

TCFG Wealth Management opened a new position in Capital Group Core Balanced ETF (CGBL) in Q1 2026: 10,868 shares worth $374K. The stake represents 0.14% of the portfolio and ranks #161 among its holdings.

321 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

TCFG Wealth Management held 10,868 shares of Capital Group Core Balanced ETF worth $374K as of Q1 2026.
Capital Group Core Balanced ETF was a new TCFG Wealth Management position in Q1 2026.
Capital Group Core Balanced ETF made up 0.14% of TCFG Wealth Management's portfolio in Q1 2026, its #161 holding.
321 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.