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Johnson Financial Group LLC (Colorado)’s Capital Group Core Balanced ETF CGBL Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$298K Hold
7,850
– – 0.02% 216
2026
Q1 		$270K Buy
+7,850
New +$281K 0.02% 148

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Johnson Financial Group LLC (Colorado)'s CGBL Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 7,850 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #216.

Johnson Financial Group LLC (Colorado) first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 7,850 shares of Capital Group Core Balanced ETF worth $298K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #216 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.