Belpointe Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Belpointe Asset Management's CGBL Position: Q2 2026 in Review
Belpointe Asset Management increased its Capital Group Core Balanced ETF (CGBL) stake by 119% in Q2 2026, buying an estimated $289K and bringing the position to 14,371 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #699.
Belpointe Asset Management 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.
- Belpointe Asset Management held 14,371 shares of Capital Group Core Balanced ETF worth $546K as of Q2 2026.
- Belpointe Asset Management bought 7,814 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $289K.
- Capital Group Core Balanced ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #699 holding.
- Belpointe Asset Management 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.