William John Sempolinski’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.08M Buy
54,730
+10,500
+24% +$388K 0.84% 28
2026
Q1
$1.52M Buy
44,230
+14,800
+50% +$530K 0.76% 28
2025
Q4
$1.04M Buy
+29,430
New +$1.03M 0.51% 39

Other funds holding CGBL

William John Sempolinski's CGBL Position: Q2 2026 in Review

William John Sempolinski increased its Capital Group Core Balanced ETF (CGBL) stake by 24% in Q2 2026, buying an estimated $388K and bringing the position to 54,730 shares worth $2.08M. The position accounts for 0.84% of the portfolio, ranked #28.

William John Sempolinski first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • William John Sempolinski held 54,730 shares of Capital Group Core Balanced ETF worth $2.08M as of Q2 2026.
  • William John Sempolinski bought 10,500 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $388K.
  • Capital Group Core Balanced ETF made up 0.84% of William John Sempolinski's portfolio in Q2 2026, its #28 holding.
  • William John Sempolinski first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on William John Sempolinski's 13F filing for Q2 2026, filed 14 Aug 2026.