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

Truist Financial’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	$8.1M	Buy	213,499 +42,285	+25%	+$1.56M	0.01%	716
2026 Q1	$5.89M	Buy	171,214 +43,963	+35%	+$1.57M	0.01%	787
2025 Q4	$4.5M	Buy	127,251 +27,164	+27%	+$950K	0.01%	908
2025 Q3	$3.48M	Buy	100,087 +20,775	+26%	+$708K	﹤0.01%	1060
2025 Q2	$2.65M	Buy	79,312 +6,949	+10%	+$219K	﹤0.01%	1150
2025 Q1	$2.24M	Buy	72,363 +17,680	+32%	+$561K	﹤0.01%	1169
2024 Q4	$1.71M	Buy	54,683 +38,680	+242%	+$1.22M	﹤0.01%	1302
2024 Q3	$497K	Buy	16,003 +3,293	+26%	+$99.7K	﹤0.01%	1868
2024 Q2	$378K	Sell	12,710 -243	-2%	-$7.05K	﹤0.01%	2153
2024 Q1	$376K	Buy	+12,953	New	+$364K	﹤0.01%	2168

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

Truist Financial's CGBL Position: Q2 2026 in Review

Truist Financial increased its Capital Group Core Balanced ETF (CGBL) stake by 25% in Q2 2026, buying an estimated $1.56M and bringing the position to 213,499 shares worth $8.1M. The position accounts for 0.01% of the portfolio, ranked #716.

Truist Financial first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Truist Financial held 213,499 shares of Capital Group Core Balanced ETF worth $8.1M as of Q2 2026.
Truist Financial bought 42,285 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.56M.
Capital Group Core Balanced ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #716 holding.
Truist Financial first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.