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

Visionary Wealth 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	$1.19M	Buy	31,389 +2,019	+7%	+$74.6K	0.05%	287
2026 Q1	$1.01M	Buy	29,370 +4,377	+18%	+$157K	0.04%	285
2025 Q4	$883K	Buy	24,993 +3,301	+15%	+$115K	0.04%	293
2025 Q3	$753K	Buy	21,692 +3,614	+20%	+$123K	0.04%	324
2025 Q2	$605K	Buy	18,078 +1,129	+7%	+$35.6K	0.03%	331
2025 Q1	$525K	Buy	16,949 +7,640	+82%	+$242K	0.03%	342
2024 Q4	$291K	Buy	+9,309	New	+$294K	0.02%	447

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

Visionary Wealth Advisors's CGBL Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 6.9% in Q2 2026, buying an estimated $74.6K and bringing the position to 31,389 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #287.

Visionary Wealth Advisors first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Visionary Wealth Advisors held 31,389 shares of Capital Group Core Balanced ETF worth $1.19M as of Q2 2026.
Visionary Wealth Advisors bought 2,019 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $74.6K.
Capital Group Core Balanced ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #287 holding.
Visionary Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.