Walkner Condon Financial Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Walkner Condon Financial 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	$776K	Sell	20,435 -82	-0.4%	-$3.03K	0.09%	147
2026 Q1	$706K	Buy	20,517 +8,580	+72%	+$307K	0.09%	141
2025 Q4	$422K	Buy	11,937 +500	+4%	+$17.5K	0.06%	203
2025 Q3	$397K	Buy	+11,437	New	+$390K	0.06%	198

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

Walkner Condon Financial Advisors's CGBL Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 0.4% in Q2 2026, selling an estimated $3.03K and leaving 20,435 shares worth $776K. The position accounts for 0.09% of the portfolio, ranked #147.

Walkner Condon Financial Advisors first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Walkner Condon Financial Advisors held 20,435 shares of Capital Group Core Balanced ETF worth $776K as of Q2 2026.
Walkner Condon Financial Advisors sold 82 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $3.03K.
Capital Group Core Balanced ETF made up 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #147 holding.
Walkner Condon Financial Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.