Wealth Enhancement Advisory Services
CGBL icon

Wealth Enhancement Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History

Wealth Enhancement Advisory Services’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 		$60.1M Buy
1,595,320
+246,449
+18% +$9.11M 0.1% 182
2026
Q1 		$46.7M Sell
1,348,871
-680,231
-34% -$24.4M 0.1% 199
2025
Q4 		$73.1M Buy
2,029,102
+91,205
+5% +$3.19M 0.1% 198
2025
Q3 		$67.6M Buy
1,937,897
+141,375
+8% +$4.82M 0.1% 187
2025
Q2 		$60.5M Buy
1,796,522
+59,347
+3% +$1.87M 0.1% 200
2025
Q1 		$53.8M Buy
1,737,175
+144,531
+9% +$4.59M 0.1% 196
2024
Q4 		$49.8M Buy
1,592,644
+439,417
+38% +$13.9M 0.1% 203
2024
Q3 		$35.8M Buy
1,153,227
+630,992
+121% +$19.1M 0.08% 246
2024
Q2 		$15.5M Buy
522,235
+357,429
+217% +$10.4M 0.04% 382
2024
Q1 		$4.8M Buy
164,806
+98,841
+150% +$2.77M 0.01% 669
2023
Q4 		$1.8M Buy
+65,965
New +$1.7M 0.01% 932

Other funds holding CGBL

LPL Financial
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
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

Wealth Enhancement Advisory Services's CGBL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Core Balanced ETF (CGBL) stake by 18% in Q2 2026, buying an estimated $9.11M and bringing the position to 1,595,320 shares worth $60.1M. The position accounts for 0.1% of the portfolio, ranked #182.

Wealth Enhancement Advisory Services first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.1M in Q4 2025. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,595,320 shares of Capital Group Core Balanced ETF worth $60.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 246,449 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $9.11M.
  • Capital Group Core Balanced ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #182 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group Core Balanced ETF position peaked at $73.1M in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.