Wealth Enhancement Advisory Services
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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
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

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