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Vicus Capital’s Capital Group Core Balanced ETF CGBL Stock Holding History

Vicus Capital’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 		$2.14M Buy
56,496
+11,135
+25% +$412K 0.14% 81
2026
Q1 		$1.56M Buy
45,361
+12,418
+38% +$445K 0.11% 86
2025
Q4 		$1.16M Buy
32,943
+9,612
+41% +$336K 0.09% 104
2025
Q3 		$810K Buy
23,331
+6,753
+41% +$230K 0.06% 132
2025
Q2 		$554K Buy
16,578
+6,311
+61% +$199K 0.05% 144
2025
Q1 		$318K Buy
+10,267
New +$326K 0.03% 183

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

Vicus Capital's CGBL Position: Q2 2026 in Review

Vicus Capital increased its Capital Group Core Balanced ETF (CGBL) stake by 25% in Q2 2026, buying an estimated $412K and bringing the position to 56,496 shares worth $2.14M. The position accounts for 0.14% of the portfolio, ranked #81.

Vicus Capital first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Vicus Capital held 56,496 shares of Capital Group Core Balanced ETF worth $2.14M as of Q2 2026.
  • Vicus Capital bought 11,135 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $412K.
  • Capital Group Core Balanced ETF made up 0.14% of Vicus Capital's portfolio in Q2 2026, its #81 holding.
  • Vicus Capital first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
  • 362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.