Parsonex Advisory Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Parsonex Advisory Services's CGBL Position: Q2 2026 in Review
Parsonex Advisory Services held its Capital Group Core Balanced ETF (CGBL) position steady in Q2 2026 at 10,682 shares worth $405K. The position accounts for 0.35% of the portfolio, ranked #36.
Parsonex Advisory Services first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Parsonex Advisory Services held 10,682 shares of Capital Group Core Balanced ETF worth $405K as of Q2 2026.
- Parsonex Advisory Services left its Capital Group Core Balanced ETF share count unchanged in Q2 2026.
- Capital Group Core Balanced ETF made up 0.35% of Parsonex Advisory Services's portfolio in Q2 2026, its #36 holding.
- Parsonex Advisory Services first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
- 359 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.