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Vantus Wealth’s Capital Group Core Balanced ETF CGBL Stock Holding History

Vantus Wealth’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 		$1.05M Buy
+27,735
New +$1.02M 0.56% 47
2025
Q4 		$785K Buy
+22,231
New +$778K 0.58% 50

Other funds holding CGBL

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vantus Wealth's CGBL Position: Q2 2026 in Review

Vantus Wealth opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 27,735 shares worth $1.05M. The stake represents 0.56% of the portfolio and ranks #47 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in CGBL as recently as Q4 2025.

Vantus Wealth first reported a position in CGBL in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Vantus Wealth held 27,735 shares of Capital Group Core Balanced ETF worth $1.05M as of Q2 2026.
  • Capital Group Core Balanced ETF was a new Vantus Wealth position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.56% of Vantus Wealth's portfolio in Q2 2026, its #47 holding.
  • Vantus Wealth first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.