Perryman Financial Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Perryman Financial Advisory's CGBL Position: Q2 2026 in Review
Perryman Financial Advisory increased its Capital Group Core Balanced ETF (CGBL) stake by 3.9% in Q2 2026, buying an estimated $13K and bringing the position to 9,367 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #160.
Perryman Financial Advisory first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Perryman Financial Advisory held 9,367 shares of Capital Group Core Balanced ETF worth $356K as of Q2 2026.
- Perryman Financial Advisory bought 352 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $13K.
- Capital Group Core Balanced ETF made up 0.05% of Perryman Financial Advisory's portfolio in Q2 2026, its #160 holding.
- Perryman Financial Advisory first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.