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

Tudor 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	$708K	Buy	18,655 +1,430	+8%	+$52.8K	0.32%	84
2026 Q1	$593K	Buy	17,225 +1,225	+8%	+$43.9K	0.3%	85
2025 Q4	$565K	Buy	16,000 +2,431	+18%	+$85.1K	0.29%	89
2025 Q3	$471K	Buy	13,569 +2,175	+19%	+$74.1K	0.25%	93
2025 Q2	$381K	Buy	11,394 +3,836	+51%	+$121K	0.22%	106
2025 Q1	$234K	Buy	7,558 +1,096	+17%	+$34.8K	0.14%	126
2024 Q4	$202K	Buy	+6,462	New	+$204K	0.12%	132

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

Tudor Financial's CGBL Position: Q2 2026 in Review

Tudor Financial increased its Capital Group Core Balanced ETF (CGBL) stake by 8.3% in Q2 2026, buying an estimated $52.8K and bringing the position to 18,655 shares worth $708K. The position accounts for 0.32% of the portfolio, ranked #84.

Tudor Financial first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Tudor Financial held 18,655 shares of Capital Group Core Balanced ETF worth $708K as of Q2 2026.
Tudor Financial bought 1,430 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $52.8K.
Capital Group Core Balanced ETF made up 0.32% of Tudor Financial's portfolio in Q2 2026, its #84 holding.
Tudor Financial first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.