VestGen Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

VestGen Advisors’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	$1.47M	Sell	38,648 -3,566	-8%	-$132K	0.04%	365
2026 Q1	$1.57M	Sell	42,214 -50,402	-54%	-$1.8M	0.04%	356
2025 Q4	$3.27M	Sell	92,616 -193,834	-68%	-$6.78M	0.14%	153
2025 Q3	$9.95M	Buy	286,450 +9,205	+3%	+$314K	0.33%	64
2025 Q2	$9.27M	Buy	277,245 +13,572	+5%	+$428K	0.37%	58
2025 Q1	$8.17M	Buy	+263,673	New	+$8.37M	0.37%	60

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

VestGen Advisors's CGBL Position: Q2 2026 in Review

VestGen Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 8.4% in Q2 2026, selling an estimated $132K and leaving 38,648 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #365.

VestGen Advisors first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.95M in Q3 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

VestGen Advisors held 38,648 shares of Capital Group Core Balanced ETF worth $1.47M as of Q2 2026.
VestGen Advisors sold 3,566 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $132K.
Capital Group Core Balanced ETF made up 0.04% of VestGen Advisors's portfolio in Q2 2026, its #365 holding.
VestGen Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Capital Group Core Balanced ETF position peaked at $9.95M in Q3 2025.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.