TD Waterhouse Canada’s Capital Group Core Balanced ETF CGBL Stock Holding History

TD Waterhouse Canada’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	$460K	Hold	12,215	–	–	﹤0.01%	889
2026 Q1	$423K	Buy	12,215 +3,295	+37%	+$118K	﹤0.01%	877
2025 Q4	$315K	Buy	8,920 +2,430	+37%	+$85K	﹤0.01%	787
2025 Q3	$226K	Buy	6,490 +845	+15%	+$28.8K	﹤0.01%	855
2025 Q2	$188K	Hold	5,645	–	–	﹤0.01%	832
2025 Q1	$175K	Hold	5,645	–	–	﹤0.01%	823
2024 Q4	$176K	Buy	5,645 +4,795	+564%	+$151K	﹤0.01%	823
2024 Q3	$26.4K	Hold	850	–	–	﹤0.01%	1188
2024 Q2	$25.2K	Buy	+850	New	+$24.7K	﹤0.01%	1178

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

TD Waterhouse Canada's CGBL Position: Q2 2026 in Review

TD Waterhouse Canada held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 12,215 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

TD Waterhouse Canada first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

TD Waterhouse Canada held 12,215 shares of Capital Group Core Balanced ETF worth $460K as of Q2 2026.
TD Waterhouse Canada left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #889 holding.
TD Waterhouse Canada first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.