Focus Partners Wealth’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Focus Partners Wealth's CGBL Position: Q2 2026 in Review
Focus Partners Wealth increased its Capital Group Core Balanced ETF (CGBL) stake by 20% in Q2 2026, buying an estimated $122K and bringing the position to 19,997 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.
Focus Partners Wealth first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Focus Partners Wealth held 19,997 shares of Capital Group Core Balanced ETF worth $759K as of Q2 2026.
- Focus Partners Wealth bought 3,289 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $122K.
- Capital Group Core Balanced ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1750 holding.
- Focus Partners Wealth first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.