CCAM
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Cascades Capital Asset Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Cascades Capital Asset Management’s Portfolio CGBL Stock Details CGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,875
Closed -$102K – 163
2025
Q4 		$102K Buy
+2,875
New +$101K 0.04% 162

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Cascades Capital Asset Management's CGBL Position: Q1 2026 in Review

Cascades Capital Asset Management sold out of Capital Group Core Balanced ETF (CGBL) in Q1 2026, closing a stake of 2,875 shares — an estimated $102K sold.

Cascades Capital Asset Management first reported a position in CGBL in Q4 2025 and held it in 1 quarter. The position peaked at $102K in Q4 2025. 319 funds tracked by Wall St. Rank hold CGBL as of Q1 2026.

  • Cascades Capital Asset Management reported no remaining Capital Group Core Balanced ETF position as of Q1 2026 after selling out during the quarter.
  • Cascades Capital Asset Management sold 2,875 Capital Group Core Balanced ETF shares in Q1 2026, an estimated $102K.
  • Cascades Capital Asset Management first reported a position in Capital Group Core Balanced ETF in Q4 2025 and held it in 1 quarter.
  • Cascades Capital Asset Management's Capital Group Core Balanced ETF position peaked at $102K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.