Wisconsin Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Wisconsin Wealth Advisors’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	$1.32M	Buy	34,663 +1,104	+3%	+$40.8K	1.13%	31
2026 Q1	$1.15M	Sell	33,559 -24	-0.1%	-$859	1.14%	30
2025 Q4	$1.19M	Buy	33,583 +5,108	+18%	+$179K	1.16%	28
2025 Q3	$989K	Buy	28,475 +20,520	+258%	+$699K	0.94%	37
2025 Q2	$266K	Buy	+7,955	New	+$251K	0.31%	76

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wisconsin Wealth Advisors's CGBL Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 3.3% in Q2 2026, buying an estimated $40.8K and bringing the position to 34,663 shares worth $1.32M. The position accounts for 1.13% of the portfolio, ranked #31.

Wisconsin Wealth Advisors first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Wisconsin Wealth Advisors held 34,663 shares of Capital Group Core Balanced ETF worth $1.32M as of Q2 2026.
Wisconsin Wealth Advisors bought 1,104 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $40.8K.
Capital Group Core Balanced ETF made up 1.13% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Wisconsin Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.