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WealthCare Investment Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

WealthCare Investment Partners’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 		$5.07M Sell
146,172
-299
-0.2% -$10.7K 1.41% 18
2025
Q4 		$5.21M Buy
+146,471
New +$5.12M 1.52% 16

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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthCare Investment Partners's CGBL Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Capital Group Core Balanced ETF (CGBL) stake by 0.2% in Q1 2026, selling an estimated $10.7K and leaving 146,172 shares worth $5.07M. The position accounts for 1.41% of the portfolio, ranked #18.

WealthCare Investment Partners first reported a position in CGBL in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.21M in Q4 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • WealthCare Investment Partners held 146,172 shares of Capital Group Core Balanced ETF worth $5.07M as of Q1 2026.
  • WealthCare Investment Partners sold 299 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $10.7K.
  • Capital Group Core Balanced ETF made up 1.41% of WealthCare Investment Partners's portfolio in Q1 2026, its #18 holding.
  • WealthCare Investment Partners first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 2 quarters since.
  • WealthCare Investment Partners's Capital Group Core Balanced ETF position peaked at $5.21M in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.