Dahring Cusmano’s Capital Group Core Balanced ETF CGBL Stock Holding History

Dahring Cusmano’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	$3.61M	Buy	94,996 +7,768	+9%	+$287K	1.9%	15
2026 Q1	$3M	Buy	87,228 +27,623	+46%	+$989K	1.85%	18
2025 Q4	$2.11M	Buy	59,605 +3,630	+6%	+$127K	1.46%	15
2025 Q3	$1.94M	Buy	55,975 +6,189	+12%	+$211K	1.4%	16
2025 Q2	$1.66M	Sell	49,786 -3,390	-6%	-$107K	1.3%	16
2025 Q1	$1.65M	Buy	53,176 +37,565	+241%	+$1.19M	1.42%	16
2024 Q4	$488K	Buy	+15,611	New	+$493K	0.44%	26

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Dahring Cusmano's CGBL Position: Q2 2026 in Review

Dahring Cusmano increased its Capital Group Core Balanced ETF (CGBL) stake by 8.9% in Q2 2026, buying an estimated $287K and bringing the position to 94,996 shares worth $3.61M. The position accounts for 1.9% of the portfolio, ranked #15.

Dahring Cusmano first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Dahring Cusmano held 94,996 shares of Capital Group Core Balanced ETF worth $3.61M as of Q2 2026.
Dahring Cusmano bought 7,768 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $287K.
Capital Group Core Balanced ETF made up 1.9% of Dahring Cusmano's portfolio in Q2 2026, its #15 holding.
Dahring Cusmano first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Dahring Cusmano's 13F filing for Q2 2026, filed 28 Jul 2026.