Armstrong Fleming & Moore’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
$728K Buy
19,191
+7
+0% +$259 0.24% 53
2026
Q1
$660K Buy
19,184
+104
+0.5% +$3.72K 0.28% 53
2025
Q4
$674K Buy
19,080
+240
+1% +$8.4K 0.31% 50
2025
Q3
$654K Buy
18,840
+2,922
+18% +$99.5K 0.31% 51
2025
Q2
$532K Buy
+15,918
New +$502K 0.29% 57
2025
Q1
Sell
-18,781
Closed -$587K 91
2024
Q4
$587K Sell
18,781
-93
-0.5% -$2.94K 0.36% 44
2024
Q3
$586K Buy
18,874
+148
+0.8% +$4.48K 0.34% 50
2024
Q2
$557K Sell
18,726
-2,546
-12% -$73.9K 0.36% 48
2024
Q1
$619K Buy
21,272
+5,908
+38% +$166K 0.43% 43
2023
Q4
$420K Buy
+15,364
New +$395K 0.32% 61

Other funds holding CGBL

Armstrong Fleming & Moore's CGBL Position: Q2 2026 in Review

Armstrong Fleming & Moore increased its Capital Group Core Balanced ETF (CGBL) stake by 0.04% in Q2 2026, buying an estimated $259 and bringing the position to 19,191 shares worth $728K. The position accounts for 0.24% of the portfolio, ranked #53.

Armstrong Fleming & Moore first reported a position in CGBL in Q4 2023 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

  • Armstrong Fleming & Moore held 19,191 shares of Capital Group Core Balanced ETF worth $728K as of Q2 2026.
  • Armstrong Fleming & Moore bought 7 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $259.
  • Capital Group Core Balanced ETF made up 0.24% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #53 holding.
  • Armstrong Fleming & Moore first reported a position in Capital Group Core Balanced ETF in Q4 2023 and has held it in 10 quarters since.
  • 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2026, filed 28 Jul 2026.