MSH Capital Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

MSH Capital Advisors’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	$490K	Buy	12,912 +788	+6%	+$29.1K	0.09%	204
2026 Q1	$417K	Buy	12,124 +245	+2%	+$8.77K	0.09%	191
2025 Q4	$420K	Buy	11,879 +3,695	+45%	+$129K	0.09%	194
2025 Q3	$284K	Buy	+8,184	New	+$279K	0.08%	203
2025 Q2	–	Sell	-17,017	Closed	-$527K	–	245
2025 Q1	$527K	Buy	17,017 +91	+0.5%	+$2.89K	0.16%	141
2024 Q4	$529K	Buy	16,926 +6,580	+64%	+$208K	0.17%	145
2024 Q3	$321K	Buy	10,346 +2,672	+35%	+$80.9K	0.1%	182
2024 Q2	$228K	Buy	+7,674	New	+$223K	0.08%	205

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

MSH Capital Advisors's CGBL Position: Q2 2026 in Review

MSH Capital Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 6.5% in Q2 2026, buying an estimated $29.1K and bringing the position to 12,912 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #204.

MSH Capital Advisors first reported a position in CGBL in Q2 2024 and has held it in 8 quarters since. The position peaked at $529K in Q4 2024. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

MSH Capital Advisors held 12,912 shares of Capital Group Core Balanced ETF worth $490K as of Q2 2026.
MSH Capital Advisors bought 788 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $29.1K.
Capital Group Core Balanced ETF made up 0.09% of MSH Capital Advisors's portfolio in Q2 2026, its #204 holding.
MSH Capital Advisors first reported a position in Capital Group Core Balanced ETF in Q2 2024 and has held it in 8 quarters since.
MSH Capital Advisors's Capital Group Core Balanced ETF position peaked at $529K in Q4 2024.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.