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Virtus Wealth Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History

Virtus Wealth Solutions’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 		$294K Buy
7,745
+25
+0.3% +$924 0.04% 44
2026
Q1 		$266K Buy
+7,720
New +$276K 0.05% 50

Other funds holding CGBL

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ACM
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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

Virtus Wealth Solutions's CGBL Position: Q2 2026 in Review

Virtus Wealth Solutions increased its Capital Group Core Balanced ETF (CGBL) stake by 0.32% in Q2 2026, buying an estimated $924 and bringing the position to 7,745 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #44.

Virtus Wealth Solutions first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Virtus Wealth Solutions held 7,745 shares of Capital Group Core Balanced ETF worth $294K as of Q2 2026.
  • Virtus Wealth Solutions bought 25 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $924.
  • Capital Group Core Balanced ETF made up 0.04% of Virtus Wealth Solutions's portfolio in Q2 2026, its #44 holding.
  • Virtus Wealth Solutions first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.