RFG Advisory’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
RFG Advisory's CGBL Position: Q2 2026 in Review
RFG Advisory increased its Capital Group Core Balanced ETF (CGBL) stake by 4.2% in Q2 2026, buying an estimated $137K and bringing the position to 92,604 shares worth $3.52M. The position accounts for 0.05% of the portfolio, ranked #240.
RFG Advisory first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.76M in Q3 2025. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- RFG Advisory held 92,604 shares of Capital Group Core Balanced ETF worth $3.52M as of Q2 2026.
- RFG Advisory bought 3,716 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $137K.
- Capital Group Core Balanced ETF made up 0.05% of RFG Advisory's portfolio in Q2 2026, its #240 holding.
- RFG Advisory first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
- RFG Advisory's Capital Group Core Balanced ETF position peaked at $6.76M in Q3 2025.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.