Apollon Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Apollon Wealth Management's CGBL Position: Q2 2026 in Review
Apollon Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 7.8% in Q2 2026, buying an estimated $999K and bringing the position to 374,554 shares worth $14.2M. The position accounts for 0.17% of the portfolio, ranked #112.
Apollon Wealth Management first reported a position in CGBL in Q2 2025 and has held it in 5 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Apollon Wealth Management held 374,554 shares of Capital Group Core Balanced ETF worth $14.2M as of Q2 2026.
- Apollon Wealth Management bought 27,034 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $999K.
- Capital Group Core Balanced ETF made up 0.17% of Apollon Wealth Management's portfolio in Q2 2026, its #112 holding.
- Apollon Wealth Management first reported a position in Capital Group Core Balanced ETF in Q2 2025 and has held it in 5 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.