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

Waverly 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	$3.73M	Buy	+98,234	New	+$3.63M	0.02%	528

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

Waverly Advisors's CGBL Position: Q2 2026 in Review

Waverly Advisors opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 98,234 shares worth $3.73M. The stake represents 0.02% of the portfolio and ranks #528 among its holdings.

360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Waverly Advisors held 98,234 shares of Capital Group Core Balanced ETF worth $3.73M as of Q2 2026.
Capital Group Core Balanced ETF was a new Waverly Advisors position in Q2 2026.
Capital Group Core Balanced ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #528 holding.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.