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

Wells Fargo’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	$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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo's CGBL Position: Q1 2026 in Review

Wells Fargo increased its Capital Group Core Balanced ETF (CGBL) stake by 65% in Q1 2026, buying an estimated $108M and bringing the position to 7,633,916 shares worth $263M. The position accounts for 0.05% of the portfolio, ranked #319.

Wells Fargo first reported a position in CGBL in Q2 2024 and has held it in 8 quarters since. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

Wells Fargo held 7,633,916 shares of Capital Group Core Balanced ETF worth $263M as of Q1 2026.
Wells Fargo bought 3,011,786 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $108M.
Capital Group Core Balanced ETF made up 0.05% of Wells Fargo's portfolio in Q1 2026, its #319 holding.
Wells Fargo first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 8 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.