Coastal Bridge Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History
Bought
Maintained
Sold
Other funds holding CGBL
ACM
FFS
Coastal Bridge Advisors's CGBL Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Capital Group Core Balanced ETF (CGBL) stake by 6.9% in Q2 2026, buying an estimated $38.1K and bringing the position to 15,965 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #296.
Coastal Bridge Advisors first reported a position in CGBL in Q4 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.
- Coastal Bridge Advisors held 15,965 shares of Capital Group Core Balanced ETF worth $606K as of Q2 2026.
- Coastal Bridge Advisors bought 1,030 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $38.1K.
- Capital Group Core Balanced ETF made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #296 holding.
- Coastal Bridge Advisors first reported a position in Capital Group Core Balanced ETF in Q4 2025 and has held it in 3 quarters since.
- 360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.