Adamsbrown Wealth Consultants’s Capital Group Core Balanced ETF CGBL Stock Holding History

Adamsbrown Wealth Consultants’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	$243K	Buy	+6,401	New	+$237K	0.05%	145

Other funds holding CGBL

Wealth Enhancement Advisory Services

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $118M AUM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Adamsbrown Wealth Consultants's CGBL Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 6,401 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

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

Adamsbrown Wealth Consultants held 6,401 shares of Capital Group Core Balanced ETF worth $243K as of Q2 2026.
Capital Group Core Balanced ETF was a new Adamsbrown Wealth Consultants position in Q2 2026.
Capital Group Core Balanced ETF made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #145 holding.
61 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.