Quantum Financial Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History

Quantum Financial Partners’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	$9.94M	Buy	+261,952	New	+$9.68M	5.09%	2

Other funds holding CGBL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Quantum Financial Partners's CGBL Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 261,952 shares worth $9.94M. The stake represents 5.09% of the portfolio and ranks #2 among its holdings.

74 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Quantum Financial Partners held 261,952 shares of Capital Group Core Balanced ETF worth $9.94M as of Q2 2026.
Capital Group Core Balanced ETF was a new Quantum Financial Partners position in Q2 2026.
Capital Group Core Balanced ETF made up 5.09% of Quantum Financial Partners's portfolio in Q2 2026, its #2 holding.
74 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.