Mark Sheptoff Financial Planning’s Capital Group Core Balanced ETF CGBL Stock Holding History

Mark Sheptoff Financial Planning’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	$106K	Hold	2,792	–	–	0.06%	135
2026 Q1	$103K	Buy	2,792 +520	+23%	+$18.6K	0.05%	135
2025 Q4	$80.3K	Buy	2,272 +6	+0.3%	+$210	0.04%	164
2025 Q3	$78.7K	Buy	2,266 +178	+9%	+$6.06K	0.04%	163
2025 Q2	$69.8K	Hold	2,088	–	–	0.04%	158
2025 Q1	$64.7K	Buy	+2,088	New	+$66.3K	0.04%	149

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

Mark Sheptoff Financial Planning's CGBL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 2,792 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #135.

Mark Sheptoff Financial Planning first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Mark Sheptoff Financial Planning held 2,792 shares of Capital Group Core Balanced ETF worth $106K as of Q2 2026.
Mark Sheptoff Financial Planning left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
Capital Group Core Balanced ETF made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #135 holding.
Mark Sheptoff Financial Planning first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
361 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.