Bridgewealth Advisory Group’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Bridgewealth Advisory Group's CGBL Position: Q2 2026 in Review
Bridgewealth Advisory Group increased its Capital Group Core Balanced ETF (CGBL) stake by 0.03% in Q2 2026, buying an estimated $259 and bringing the position to 21,705 shares worth $824K. The position accounts for 0.16% of the portfolio, ranked #60.
Bridgewealth Advisory Group first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Bridgewealth Advisory Group held 21,705 shares of Capital Group Core Balanced ETF worth $824K as of Q2 2026.
- Bridgewealth Advisory Group bought 7 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $259.
- Capital Group Core Balanced ETF made up 0.16% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #60 holding.
- Bridgewealth Advisory Group first reported a position in Capital Group Core Balanced ETF in Q1 2024 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 Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.