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

WealthPLAN 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
2025
Q1 		– Sell
-23,374
Closed -$731K – 248
2024
Q4 		$731K Buy
+23,374
New +$738K 0.1% 138

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Commonwealth Equity Services
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Wealth Enhancement Advisory Services
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Osaic Holdings
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Cetera Investment Advisers
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Cambridge Investment Research Advisors
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WealthPLAN Partners's CGBL Position: Q1 2025 in Review

WealthPLAN Partners sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2025, closing a stake of 23,374 shares — an estimated $731K sold.

WealthPLAN Partners first reported a position in CGBL in Q4 2024 and held it in 1 quarter. The position peaked at $731K in Q4 2024. 218 funds tracked by Wall St. Rank hold CGBL as of Q1 2025.

  • WealthPLAN Partners reported no remaining Capital Group Core Balanced ETF position as of Q1 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 23,374 Capital Group Core Balanced ETF shares in Q1 2025, an estimated $731K.
  • WealthPLAN Partners first reported a position in Capital Group Core Balanced ETF in Q4 2024 and held it in 1 quarter.
  • WealthPLAN Partners's Capital Group Core Balanced ETF position peaked at $731K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2025.

Based on WealthPLAN Partners's 13F filing for Q1 2025, filed 12 May 2025.