Private Client Services’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Private Client Services's CGBL Position: Q2 2026 in Review
Private Client Services increased its Capital Group Core Balanced ETF (CGBL) stake by 1,209% in Q2 2026, buying an estimated $2.72M and bringing the position to 79,667 shares worth $3.02M. The position accounts for 0.79% of the portfolio, ranked #27.
Private Client Services first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Private Client Services held 79,667 shares of Capital Group Core Balanced ETF worth $3.02M as of Q2 2026.
- Private Client Services bought 73,583 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.72M.
- Capital Group Core Balanced ETF made up 0.79% of Private Client Services's portfolio in Q2 2026, its #27 holding.
- Private Client Services first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.