PCG Wealth Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
PCG Wealth Advisors's CGBL Position: Q2 2026 in Review
PCG Wealth Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 16% in Q2 2026, buying an estimated $2.05M and bringing the position to 402,421 shares worth $15.3M. The position accounts for 3.41% of the portfolio, ranked #3.
PCG Wealth Advisors first reported a position in CGBL in Q4 2024 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- PCG Wealth Advisors held 402,421 shares of Capital Group Core Balanced ETF worth $15.3M as of Q2 2026.
- PCG Wealth Advisors bought 55,468 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.05M.
- Capital Group Core Balanced ETF made up 3.41% of PCG Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- PCG Wealth Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2024 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 PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.