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Verus Capital Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Verus Capital Partners’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 		$231K Sell
6,098
-1,391
-19% -$51.4K 0.01% 441
2026
Q1 		$258K Buy
7,489
+620
+9% +$22.2K 0.02% 387
2025
Q4 		$243K Buy
+6,869
New +$240K 0.02% 392

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

Verus Capital Partners's CGBL Position: Q2 2026 in Review

Verus Capital Partners reduced its Capital Group Core Balanced ETF (CGBL) stake by 19% in Q2 2026, selling an estimated $51.4K and leaving 6,098 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #441.

Verus Capital Partners first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q1 2026. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Verus Capital Partners held 6,098 shares of Capital Group Core Balanced ETF worth $231K as of Q2 2026.
  • Verus Capital Partners sold 1,391 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $51.4K.
  • Capital Group Core Balanced ETF made up 0.01% of Verus Capital Partners's portfolio in Q2 2026, its #441 holding.
  • Verus Capital Partners first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • Verus Capital Partners's Capital Group Core Balanced ETF position peaked at $258K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.