Mascagni Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Mascagni Wealth Management’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	$3.03M	Buy	79,910 +1,006	+1%	+$37.2K	1.88%	11
2026 Q1	$2.72M	Buy	78,904 +5,869	+8%	+$210K	1.93%	12
2025 Q4	$2.58M	Buy	73,035 +3,624	+5%	+$127K	1.92%	10
2025 Q3	$2.41M	Buy	69,411 +2,331	+3%	+$79.4K	1.86%	11
2025 Q2	$2.24M	Sell	67,080 -9,892	-13%	-$312K	1.91%	11
2025 Q1	$2.38M	Hold	76,972	–	–	2.37%	8
2024 Q4	$2.38M	Buy	+76,972	New	+$2.43M	2.37%	8

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

Mascagni Wealth Management's CGBL Position: Q2 2026 in Review

Mascagni Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 1.3% in Q2 2026, buying an estimated $37.2K and bringing the position to 79,910 shares worth $3.03M. The position accounts for 1.88% of the portfolio, ranked #11.

Mascagni Wealth Management 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.

Mascagni Wealth Management held 79,910 shares of Capital Group Core Balanced ETF worth $3.03M as of Q2 2026.
Mascagni Wealth Management bought 1,006 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $37.2K.
Capital Group Core Balanced ETF made up 1.88% of Mascagni Wealth Management's portfolio in Q2 2026, its #11 holding.
Mascagni Wealth Management 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 Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.