Action Point Financial Planning’s Capital Group Core Balanced ETF CGBL Stock Holding History

Action Point Financial Planning’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	$12.9K	Buy	+339	New	+$12.5K	﹤0.01%	1341

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

Action Point Financial Planning's CGBL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 339 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings.

359 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Action Point Financial Planning held 339 shares of Capital Group Core Balanced ETF worth $12.9K as of Q2 2026.
Capital Group Core Balanced ETF was a new Action Point Financial Planning position in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1341 holding.
359 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.