Advisortrust Partners’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Advisortrust Partners's CGBL Position: Q2 2026 in Review
Advisortrust Partners increased its Capital Group Core Balanced ETF (CGBL) stake by 41% in Q2 2026, buying an estimated $265K and bringing the position to 24,777 shares worth $941K. The position accounts for 0.32% of the portfolio, ranked #51.
Advisortrust Partners first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Advisortrust Partners held 24,777 shares of Capital Group Core Balanced ETF worth $941K as of Q2 2026.
- Advisortrust Partners bought 7,159 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $265K.
- Capital Group Core Balanced ETF made up 0.32% of Advisortrust Partners's portfolio in Q2 2026, its #51 holding.
- Advisortrust Partners first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
- 359 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.