tru Independence’s Capital Group Core Balanced ETF CGBL Stock Holding History

tru Independence’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	$955K	Buy	25,162 +935	+4%	+$34.6K	0.42%	31
2026 Q1	$834K	Buy	24,227 +13,023	+116%	+$466K	0.41%	32
2025 Q4	$396K	Buy	11,204 +113	+1%	+$3.95K	0.1%	93
2025 Q3	$385K	Buy	11,091 +2,721	+33%	+$92.7K	0.1%	95
2025 Q2	$280K	Buy	8,370 +609	+8%	+$19.2K	0.08%	106
2025 Q1	$240K	Buy	7,761 +630	+9%	+$20K	0.07%	105
2024 Q4	$223K	Buy	7,131 +46	+0.6%	+$1.45K	0.07%	107
2024 Q3	$220K	Buy	+7,085	New	+$215K	0.06%	107

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

tru Independence's CGBL Position: Q2 2026 in Review

tru Independence increased its Capital Group Core Balanced ETF (CGBL) stake by 3.9% in Q2 2026, buying an estimated $34.6K and bringing the position to 25,162 shares worth $955K. The position accounts for 0.42% of the portfolio, ranked #31.

tru Independence first reported a position in CGBL in Q3 2024 and has held it in 8 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

tru Independence held 25,162 shares of Capital Group Core Balanced ETF worth $955K as of Q2 2026.
tru Independence bought 935 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $34.6K.
Capital Group Core Balanced ETF made up 0.42% of tru Independence's portfolio in Q2 2026, its #31 holding.
tru Independence first reported a position in Capital Group Core Balanced ETF in Q3 2024 and has held it in 8 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.