KPP Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
KPP Advisory Services's CGBL Position: Q2 2026 in Review
KPP Advisory Services held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 20,981 shares worth $796K. The position accounts for 0.1% of the portfolio, ranked #164.
KPP Advisory Services first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- KPP Advisory Services held 20,981 shares of Capital Group Core Balanced ETF worth $796K as of Q2 2026.
- KPP Advisory Services left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
- Capital Group Core Balanced ETF made up 0.1% of KPP Advisory Services's portfolio in Q2 2026, its #164 holding.
- KPP Advisory Services first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.