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

CoreCap 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 		$34.9K Sell
919
-303
-25% -$11.2K ﹤0.01% 1567
2026
Q1 		$42K Buy
1,222
+189
+18% +$6.77K ﹤0.01% 1379
2025
Q4 		$36.5K Buy
1,033
+1,026
+14,657% +$35.9K ﹤0.01% 1453
2025
Q3 		$243 Buy
+7
New +$238 ﹤0.01% 2648

Other funds holding CGBL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM

CoreCap Advisors's CGBL Position: Q2 2026 in Review

CoreCap Advisors reduced its Capital Group Core Balanced ETF (CGBL) stake by 25% in Q2 2026, selling an estimated $11.2K and leaving 919 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

CoreCap Advisors first reported a position in CGBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $42K in Q1 2026. 66 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • CoreCap Advisors held 919 shares of Capital Group Core Balanced ETF worth $34.9K as of Q2 2026.
  • CoreCap Advisors sold 303 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $11.2K.
  • Capital Group Core Balanced ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1567 holding.
  • CoreCap Advisors first reported a position in Capital Group Core Balanced ETF in Q3 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's Capital Group Core Balanced ETF position peaked at $42K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.