Atria Investments’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Atria Investments's CGBL Position: Q2 2026 in Review
Atria Investments increased its Capital Group Core Balanced ETF (CGBL) stake by 22% in Q2 2026, buying an estimated $137K and bringing the position to 20,899 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #1241.
Atria Investments first reported a position in CGBL in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Atria Investments held 20,899 shares of Capital Group Core Balanced ETF worth $793K as of Q2 2026.
- Atria Investments bought 3,700 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $137K.
- Capital Group Core Balanced ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1241 holding.
- Atria Investments first reported a position in Capital Group Core Balanced ETF in Q1 2026 and has held it in 2 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.