Base Wealth Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
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Base Wealth Management's CGBL Position: Q2 2026 in Review
Base Wealth Management increased its Capital Group Core Balanced ETF (CGBL) stake by 2.1% in Q2 2026, buying an estimated $249K and bringing the position to 321,993 shares worth $12.2M. The position accounts for 5.69% of the portfolio, ranked #3.
Base Wealth Management first reported a position in CGBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.3M in Q2 2025. 290 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Base Wealth Management held 321,993 shares of Capital Group Core Balanced ETF worth $12.2M as of Q2 2026.
- Base Wealth Management bought 6,734 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $249K.
- Capital Group Core Balanced ETF made up 5.69% of Base Wealth Management's portfolio in Q2 2026, its #3 holding.
- Base Wealth Management first reported a position in Capital Group Core Balanced ETF in Q1 2025 and has held it in 6 quarters since.
- Base Wealth Management's Capital Group Core Balanced ETF position peaked at $12.3M in Q2 2025.
- 290 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.