Vermillion & White Wealth Management Group’s Capital Group Core Balanced ETF CGBL Stock Holding History

Vermillion & White Wealth Management Group’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	$379K	Buy	9,998 +1,038	+12%	+$38.4K	0.19%	45
2026 Q1	$308K	Sell	8,960 -44	-0.5%	-$1.58K	0.18%	49
2025 Q4	$318K	Buy	9,004 +286	+3%	+$10K	0.17%	46
2025 Q3	$303K	Buy	8,718 +598	+7%	+$20.4K	0.17%	49
2025 Q2	$272K	Buy	8,120 +319	+4%	+$10.1K	0.18%	50
2025 Q1	$242K	Buy	+7,801	New	+$248K	0.17%	50

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

Vermillion & White Wealth Management Group's CGBL Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its Capital Group Core Balanced ETF (CGBL) stake by 12% in Q2 2026, buying an estimated $38.4K and bringing the position to 9,998 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #45.

Vermillion & White Wealth Management Group first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Vermillion & White Wealth Management Group held 9,998 shares of Capital Group Core Balanced ETF worth $379K as of Q2 2026.
Vermillion & White Wealth Management Group bought 1,038 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $38.4K.
Capital Group Core Balanced ETF made up 0.19% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #45 holding.
Vermillion & White Wealth Management Group first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.