Clear Creek Financial Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Clear Creek Financial Management's CGBL Position: Q2 2026 in Review

Clear Creek Financial Management increased its Capital Group Core Balanced ETF (CGBL) stake by 6.2% in Q2 2026, buying an estimated $378K and bringing the position to 173,854 shares worth $6.6M. The position accounts for 0.42% of the portfolio, ranked #56.

Clear Creek Financial Management first reported a position in CGBL in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

• Clear Creek Financial Management held 173,854 shares of Capital Group Core Balanced ETF worth $6.6M as of Q2 2026.
• Clear Creek Financial Management bought 10,224 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $378K.
• Capital Group Core Balanced ETF made up 0.42% of Clear Creek Financial Management's portfolio in Q2 2026, its #56 holding.
• Clear Creek Financial Management first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 9 quarters since.
• 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.