Capital Group Private Client Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Capital Group Private Client Services's CGBL Position: Q2 2026 in Review
Capital Group Private Client Services increased its Capital Group Core Balanced ETF (CGBL) stake by 41% in Q2 2026, buying an estimated $4.54M and bringing the position to 420,622 shares worth $16M. The position accounts for 0.23% of the portfolio, ranked #49.
Capital Group Private Client Services first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Capital Group Private Client Services held 420,622 shares of Capital Group Core Balanced ETF worth $16M as of Q2 2026.
- Capital Group Private Client Services bought 122,812 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.54M.
- Capital Group Core Balanced ETF made up 0.23% of Capital Group Private Client Services's portfolio in Q2 2026, its #49 holding.
- Capital Group Private Client Services first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
- 361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.