James T. Borello RIA’s Capital Group Core Balanced ETF CGBL Stock Holding History

James T. Borello RIA’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 Q3	$1.11M	Buy	30,119 +2,360	+9%	+$89K	0.23%	49
2026 Q2	$1.05M	Buy	27,759 +3,406	+14%	+$126K	0.23%	53
2026 Q1	$838K	Hold	24,353	–	–	0.21%	52
2025 Q4	$860K	Hold	24,353	–	–	0.22%	52
2025 Q3	$846K	Hold	24,353	–	–	0.23%	48
2025 Q2	$814K	Hold	24,353	–	–	0.24%	45
2025 Q1	$754K	Hold	24,353	–	–	0.24%	44
2024 Q4	$762K	Hold	24,353	–	–	0.28%	43
2024 Q3	$756K	Hold	24,353	–	–	0.31%	40
2024 Q2	$724K	Buy	24,353 +23,412	+2,488%	+$680K	0.32%	38
2024 Q1	$27.4K	Hold	941	–	–	0.01%	105
2023 Q4	$25.7K	Buy	+941	New	+$24.2K	0.02%	82

Other funds holding CGBL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QFPS

Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

HTWM

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

James T. Borello RIA's CGBL Position: Q3 2026 in Review

James T. Borello RIA increased its Capital Group Core Balanced ETF (CGBL) stake by 8.5% in Q3 2026, buying an estimated $89K and bringing the position to 30,119 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #49.

James T. Borello RIA first reported a position in CGBL in Q4 2023 and has held it in 12 quarters since. 65 funds tracked by Wall St. Rank hold CGBL as of Q3 2026.

James T. Borello RIA held 30,119 shares of Capital Group Core Balanced ETF worth $1.11M as of Q3 2026.
James T. Borello RIA bought 2,360 Capital Group Core Balanced ETF shares in Q3 2026, an estimated $89K.
Capital Group Core Balanced ETF made up 0.23% of James T. Borello RIA's portfolio in Q3 2026, its #49 holding.
James T. Borello RIA first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 12 quarters since.
65 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.