Wells Fargo’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$385M Buy
10,140,759
+2,506,843
+33% +$92.6M 0.06% 257
2026
Q1
$263M Buy
7,633,916
+3,011,786
+65% +$108M 0.05% 319
2025
Q4
$163M Buy
4,622,130
+3,033,933
+191% +$106M 0.03% 444
2025
Q3
$55.1M Buy
1,588,197
+975,249
+159% +$33.2M 0.01% 860
2025
Q2
$20.5M Buy
612,948
+612,782
+369,146% +$19.3M ﹤0.01% 1389
2025
Q1
$5.14K Buy
166
+1
+0.6% +$32 ﹤0.01% 6020
2024
Q4
$5.17K Buy
165
+164
+16,400% +$5.17K ﹤0.01% 6058
2024
Q3
$28 Hold
1
﹤0.01% 6475
2024
Q2
$21 Buy
+1
New +$29 ﹤0.01% 6502

Other funds holding CGBL

Wells Fargo's CGBL Position: Q2 2026 in Review

Wells Fargo increased its Capital Group Core Balanced ETF (CGBL) stake by 33% in Q2 2026, buying an estimated $92.6M and bringing the position to 10,140,759 shares worth $385M. The position accounts for 0.06% of the portfolio, ranked #257.

Wells Fargo first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Wells Fargo held 10,140,759 shares of Capital Group Core Balanced ETF worth $385M as of Q2 2026.
  • Wells Fargo bought 2,506,843 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $92.6M.
  • Capital Group Core Balanced ETF made up 0.06% of Wells Fargo's portfolio in Q2 2026, its #257 holding.
  • Wells Fargo first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
  • 361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.