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Virtu Financial’s Capital Group Core Balanced ETF CGBL Stock Holding History

Virtu Financial’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
2025
Q4 		– Sell
-7,611
Closed -$264K – 1730
2025
Q3 		$264K Buy
+7,611
New +$259K 0.01% 800

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Wells Fargo
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Morgan Stanley
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Cetera Investment Advisers
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
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Virtu Financial's CGBL Position: Q4 2025 in Review

Virtu Financial sold out of Capital Group Core Balanced ETF (CGBL) in Q4 2025, closing a stake of 7,611 shares — an estimated $264K sold.

Virtu Financial first reported a position in CGBL in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 309 funds tracked by Wall St. Rank hold CGBL as of Q4 2025.

  • Virtu Financial reported no remaining Capital Group Core Balanced ETF position as of Q4 2025 after selling out during the quarter.
  • Virtu Financial sold 7,611 Capital Group Core Balanced ETF shares in Q4 2025, an estimated $264K.
  • Virtu Financial first reported a position in Capital Group Core Balanced ETF in Q3 2025 and held it in 1 quarter.
  • Virtu Financial's Capital Group Core Balanced ETF position peaked at $264K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2025.

Based on Virtu Financial's 13F filing for Q4 2025, filed 23 Feb 2026.