Bill Few Associates’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
$400K Buy
10,531
+1,654
+19% +$61.1K 0.09% 151
2026
Q1
$305K Buy
+8,877
New +$318K 0.07% 162

Other funds holding CGBL

Bill Few Associates's CGBL Position: Q2 2026 in Review

Bill Few Associates increased its Capital Group Core Balanced ETF (CGBL) stake by 19% in Q2 2026, buying an estimated $61.1K and bringing the position to 10,531 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #151.

Bill Few Associates first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Bill Few Associates held 10,531 shares of Capital Group Core Balanced ETF worth $400K as of Q2 2026.
  • Bill Few Associates bought 1,654 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $61.1K.
  • Capital Group Core Balanced ETF made up 0.09% of Bill Few Associates's portfolio in Q2 2026, its #151 holding.
  • Bill Few Associates first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.