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

Quantum Financial Planning Services’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	$16M	Buy	421,907 +109,112	+35%	+$4.03M	4.97%	6
2026 Q1	$10.8M	Sell	312,795 -6,312	-2%	-$226K	3.87%	6
2025 Q4	$11.3M	Buy	319,107 +42,091	+15%	+$1.47M	4.09%	6
2025 Q3	$9.62M	Buy	277,016 +39,301	+17%	+$1.34M	3.89%	6
2025 Q2	$7.95M	Buy	237,715 +226,977	+2,114%	+$7.16M	3.74%	5
2025 Q1	$333K	Sell	10,738 -9,304	-46%	-$295K	0.18%	26
2024 Q4	$627K	Buy	+20,042	New	+$632K	0.35%	12

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Quantum Financial Planning Services's CGBL Position: Q2 2026 in Review

Quantum Financial Planning Services increased its Capital Group Core Balanced ETF (CGBL) stake by 35% in Q2 2026, buying an estimated $4.03M and bringing the position to 421,907 shares worth $16M. The position accounts for 4.97% of the portfolio, ranked #6.

Quantum Financial Planning Services first reported a position in CGBL in Q4 2024 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Quantum Financial Planning Services held 421,907 shares of Capital Group Core Balanced ETF worth $16M as of Q2 2026.
Quantum Financial Planning Services bought 109,112 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $4.03M.
Capital Group Core Balanced ETF made up 4.97% of Quantum Financial Planning Services's portfolio in Q2 2026, its #6 holding.
Quantum Financial Planning Services first reported a position in Capital Group Core Balanced ETF in Q4 2024 and has held it in 7 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.