Valmark Advisers’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Valmark Advisers's CGBL Position: Q2 2026 in Review
Valmark Advisers increased its Capital Group Core Balanced ETF (CGBL) stake by 102% in Q2 2026, buying an estimated $5.88M and bringing the position to 314,960 shares worth $12M. The position accounts for 0.13% of the portfolio, ranked #81.
Valmark Advisers first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Valmark Advisers held 314,960 shares of Capital Group Core Balanced ETF worth $12M as of Q2 2026.
- Valmark Advisers bought 158,975 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $5.88M.
- Capital Group Core Balanced ETF made up 0.13% of Valmark Advisers's portfolio in Q2 2026, its #81 holding.
- Valmark Advisers first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.