Clarity Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Clarity Wealth Advisors’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	$14M	Buy	369,648 +77,307	+26%	+$2.86M	2.48%	14
2026 Q1	$10.1M	Buy	292,341 +85,648	+41%	+$3.07M	2.07%	19
2025 Q4	$7.3M	Buy	206,693 +58,004	+39%	+$2.03M	1.49%	27
2025 Q3	$5.16M	Buy	148,689 +42,121	+40%	+$1.43M	1.14%	28
2025 Q2	$3.56M	Buy	106,568 +17,516	+20%	+$552K	0.88%	31
2025 Q1	$2.76M	Buy	89,052 +22,021	+33%	+$699K	0.77%	33
2024 Q4	$2.1M	Buy	67,031 +27,486	+70%	+$867K	0.57%	34
2024 Q3	$1.23M	Buy	39,545 +27,534	+229%	+$834K	0.36%	40
2024 Q2	$357K	Buy	+12,011	New	+$349K	0.12%	66

Other funds holding CGBL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Clarity Wealth Advisors's CGBL Position: Q2 2026 in Review

Clarity Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 26% in Q2 2026, buying an estimated $2.86M and bringing the position to 369,648 shares worth $14M. The position accounts for 2.48% of the portfolio, ranked #14.

Clarity Wealth Advisors first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Clarity Wealth Advisors held 369,648 shares of Capital Group Core Balanced ETF worth $14M as of Q2 2026.
Clarity Wealth Advisors bought 77,307 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.86M.
Capital Group Core Balanced ETF made up 2.48% of Clarity Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Clarity Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
181 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.