Trust Company’s Capital Group Core Balanced ETF CGBL Stock Holding History

Trust Company’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	$7.59K	Buy	+200	New	+$7.39K	﹤0.01%	458

Other funds holding CGBL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Trust Company's CGBL Position: Q2 2026 in Review

Trust Company opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 200 shares worth $7.59K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings.

87 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Trust Company held 200 shares of Capital Group Core Balanced ETF worth $7.59K as of Q2 2026.
Capital Group Core Balanced ETF was a new Trust Company position in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #458 holding.
87 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.