WR Wealth Planners’s Capital Group Core Balanced ETF CGBL Stock Holding History

WR Wealth Planners’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
2024 Q4	$1.41M	Sell	45,085 -80,005	-64%	-$2.52M	0.45%	33
2024 Q3	$3.88M	Sell	125,090 -902	-0.7%	-$27.3K	1.08%	18
2024 Q2	$3.75M	Sell	125,992 -955	-0.8%	-$27.7K	1.14%	18
2024 Q1	$3.7M	Buy	126,947 +75,383	+146%	+$2.12M	1.15%	18
2023 Q4	$1.41M	Buy	+51,564	New	+$1.33M	0.52%	39

Other funds holding CGBL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

ACM

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

WR Wealth Planners's CGBL Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Core Balanced ETF (CGBL) stake by 64% in Q4 2024, selling an estimated $2.52M and leaving 45,085 shares worth $1.41M. The position accounts for 0.45% of the portfolio, ranked #33.

WR Wealth Planners first reported a position in CGBL in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.88M in Q3 2024. 185 funds tracked by Wall St. Rank hold CGBL as of Q4 2024.

WR Wealth Planners held 45,085 shares of Capital Group Core Balanced ETF worth $1.41M as of Q4 2024.
WR Wealth Planners sold 80,005 Capital Group Core Balanced ETF shares in Q4 2024, an estimated $2.52M.
Capital Group Core Balanced ETF made up 0.45% of WR Wealth Planners's portfolio in Q4 2024, its #33 holding.
WR Wealth Planners first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 5 quarters since.
WR Wealth Planners's Capital Group Core Balanced ETF position peaked at $3.88M in Q3 2024.
185 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.