Westside Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Westside Investment Management’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 Q2	$7.66M	Buy	201,673 +22,108	+12%	+$817K	1.01%	25
2026 Q1	$6.18M	Buy	179,565 +33,295	+23%	+$1.19M	0.95%	24
2025 Q4	$5.17M	Buy	146,270 +27,075	+23%	+$947K	0.83%	30
2025 Q3	$4.14M	Buy	119,195 +11,127	+10%	+$379K	0.66%	37
2025 Q2	$3.61M	Buy	108,068 +8,532	+9%	+$269K	0.67%	36
2025 Q1	$3.08M	Buy	99,536 +12,340	+14%	+$392K	0.66%	43
2024 Q4	$2.73M	Buy	87,196 +26,079	+43%	+$823K	0.57%	45
2024 Q3	$1.9M	Buy	61,117 +17,187	+39%	+$520K	0.4%	60
2024 Q2	$1.31M	Buy	43,930 +16,600	+61%	+$482K	0.3%	87
2024 Q1	$796K	Buy	+27,330	New	+$767K	0.19%	119

Other funds holding CGBL

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Westside Investment Management's CGBL Position: Q2 2026 in Review

Westside Investment Management increased its Capital Group Core Balanced ETF (CGBL) stake by 12% in Q2 2026, buying an estimated $817K and bringing the position to 201,673 shares worth $7.66M. The position accounts for 1.01% of the portfolio, ranked #25.

Westside Investment Management first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 157 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Westside Investment Management held 201,673 shares of Capital Group Core Balanced ETF worth $7.66M as of Q2 2026.
Westside Investment Management bought 22,108 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $817K.
Capital Group Core Balanced ETF made up 1.01% of Westside Investment Management's portfolio in Q2 2026, its #25 holding.
Westside Investment Management first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
157 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.