Venture Visionary Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Venture Visionary Partners's CGBL Position: Q2 2026 in Review
Venture Visionary Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 28% in Q2 2026, buying an estimated $2.48M and bringing the position to 304,689 shares worth $11.6M. The position accounts for 0.32% of the portfolio, ranked #86.
Venture Visionary Partners first reported a position in CGBL in Q4 2023 and has held it in 11 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Venture Visionary Partners held 304,689 shares of Capital Group Core Balanced ETF worth $11.6M as of Q2 2026.
- Venture Visionary Partners bought 66,988 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $2.48M.
- Capital Group Core Balanced ETF made up 0.32% of Venture Visionary Partners's portfolio in Q2 2026, its #86 holding.
- Venture Visionary Partners first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 11 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.