RCSL
CGBL icon

R2 Capital Strategies, LLC’s Capital Group Core Balanced ETF CGBL Stock Holding History

R2 Capital Strategies, LLC’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 		$1.47M Buy
+38,720
New +$1.43M 0.67% 40

Other funds holding CGBL

AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

R2 Capital Strategies, LLC's CGBL Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 38,720 shares worth $1.47M. The stake represents 0.67% of the portfolio and ranks #40 among its holdings.

117 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • R2 Capital Strategies, LLC held 38,720 shares of Capital Group Core Balanced ETF worth $1.47M as of Q2 2026.
  • Capital Group Core Balanced ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
  • Capital Group Core Balanced ETF made up 0.67% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #40 holding.
  • 117 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.