Arax Advisory Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Arax Advisory Partners's CGBL Position: Q2 2026 in Review
Arax Advisory Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 86% in Q2 2026, buying an estimated $485K and bringing the position to 28,313 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1172.
Arax Advisory Partners first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Arax Advisory Partners held 28,313 shares of Capital Group Core Balanced ETF worth $1.07M as of Q2 2026.
- Arax Advisory Partners bought 13,129 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $485K.
- Capital Group Core Balanced ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1172 holding.
- Arax Advisory Partners first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.