Advisory Services Network’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.59M Buy
226,175
+35,001
+18% +$1.29M 0.1% 212
2026
Q1
$6.58M Buy
191,174
+32,857
+21% +$1.18M 0.09% 242
2025
Q4
$5.59M Buy
158,317
+27,497
+21% +$962K 0.08% 258
2025
Q3
$4.54M Buy
130,820
+9,686
+8% +$330K 0.07% 320
2025
Q2
$4.07M Sell
121,134
-63,780
-34% -$2.01M 0.07% 326
2025
Q1
$5.73M Sell
184,914
-84,671
-31% -$2.69M 0.11% 206
2024
Q4
$8.43M Buy
269,585
+163,277
+154% +$5.15M 0.16% 130
2024
Q3
$3.16M Hold
106,308
0.07% 318
2024
Q2
$3.16M Buy
106,308
+47,972
+82% +$1.39M 0.07% 318
2024
Q1
$1.7M Buy
58,336
+13,913
+31% +$391K 0.04% 505
2023
Q4
$1.21M Buy
+44,423
New +$1.14M 0.03% 568

Other funds holding CGBL

Advisory Services Network's CGBL Position: Q2 2026 in Review

Advisory Services Network increased its Capital Group Core Balanced ETF (CGBL) stake by 18% in Q2 2026, buying an estimated $1.29M and bringing the position to 226,175 shares worth $8.59M. The position accounts for 0.1% of the portfolio, ranked #212.

Advisory Services Network first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Advisory Services Network held 226,175 shares of Capital Group Core Balanced ETF worth $8.59M as of Q2 2026.
  • Advisory Services Network bought 35,001 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $1.29M.
  • Capital Group Core Balanced ETF made up 0.1% of Advisory Services Network's portfolio in Q2 2026, its #212 holding.
  • Advisory Services Network first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.