MPWM Advisory Solutions’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
MPWM Advisory Solutions's CGBL Position: Q2 2026 in Review
MPWM Advisory Solutions held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 474 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #291.
MPWM Advisory Solutions first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.9K in Q4 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- MPWM Advisory Solutions held 474 shares of Capital Group Core Balanced ETF worth $18K as of Q2 2026.
- MPWM Advisory Solutions left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
- Capital Group Core Balanced ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #291 holding.
- MPWM Advisory Solutions first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- MPWM Advisory Solutions's Capital Group Core Balanced ETF position peaked at $18.9K in Q4 2025.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.