World Investment Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

World Investment 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	$13.6M	Buy	393,194 +11,331	+3%	+$419K	0.23%	94
2026 Q1	$13.1M	Buy	381,863 +107,953	+39%	+$3.87M	0.21%	101
2025 Q4	$9.68M	Buy	273,910 +100,405	+58%	+$3.51M	0.16%	156
2025 Q3	$6.02M	Buy	173,505 +40,951	+31%	+$1.4M	0.12%	183
2025 Q2	$4.43M	Buy	132,554 +27,137	+26%	+$856K	0.1%	231
2025 Q1	$3.27M	Buy	105,417 +42,168	+67%	+$1.34M	0.08%	268
2024 Q4	$1.98M	Buy	63,249 +18,787	+42%	+$593K	0.05%	332
2024 Q3	$1.38M	Buy	44,462 +17,438	+65%	+$528K	0.04%	365
2024 Q2	$803K	Buy	27,024 +15,200	+129%	+$441K	0.05%	315
2024 Q1	$344K	Buy	+11,824	New	+$332K	0.05%	279

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

World Investment Advisors's CGBL Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 3% in Q2 2026, buying an estimated $419K and bringing the position to 393,194 shares worth $13.6M. The position accounts for 0.23% of the portfolio, ranked #94.

World Investment Advisors first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

World Investment Advisors held 393,194 shares of Capital Group Core Balanced ETF worth $13.6M as of Q2 2026.
World Investment Advisors bought 11,331 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $419K.
Capital Group Core Balanced ETF made up 0.23% of World Investment Advisors's portfolio in Q2 2026, its #94 holding.
World Investment Advisors first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.